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 | $212,590 | $148,623+43.0% | $135,974+56.3% | $139,466+52.4% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 14.02% | 79.30%-65.3pp | 68.30%-54.3pp | 373.66%-359.6pp |
| Employer contribution / active EE | $9,606 | $5,246+83.1% | $4,859+97.7% | $4,754+102.1% |
| Participant deferral / active EE | $2,122 | $8,103-73.8% | $7,760-72.7% | $6,712-68.4% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |