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 | $27,719 | $226,090-87.7% | $182,531-84.8% | $152,885-81.9% |
| Participation rate | 42.9% | 82.5%-39.6pp | 78.0%-35.1pp | 82.5%-39.6pp |
| Annual return | 21.85% | 192.57%-170.7pp | 148.57%-126.7pp | 345.39%-323.5pp |
| Employer contribution / active EE | $807 | $4,978-83.8% | $4,075-80.2% | $4,763-83.1% |
| Participant deferral / active EE | $885 | $6,369-86.1% | $5,525-84.0% | $5,851-84.9% |
| Admin fee / account holder | $28 | $10,705-99.7% | $8,593-99.7% | $11,598-99.8% |