Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,311 | $68,398-33.8% | $94,664-52.1% | $75,173-39.7% |
| Participation rate | 63.6% | 76.1%-12.4pp | 80.8%-17.2pp | 67.2%-3.6pp |
| Annual return | 19.16% | 616.72%-597.6pp | 156.84%-137.7pp | 160.72%-141.6pp |
| Employer contribution / active EE | $404 | $2,701-85.0% | $3,673-89.0% | $2,671-84.9% |
| Participant deferral / active EE | $1,973 | $6,537-69.8% | $7,417-73.4% | $4,126-52.2% |
| Admin fee / account holder | $43 | $5,324-99.2% | $7,222-99.4% | $5,651-99.2% |