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 | $40,877 | $132,634-69.2% | $115,768-64.7% | $137,256-70.2% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.4%-36.9pp | 80.0%-42.5pp |
| Annual return | 17.83% | 160.70%-142.9pp | 100.46%-82.6pp | 220.34%-202.5pp |
| Employer contribution / active EE | $833 | $3,360-75.2% | $2,940-71.7% | $4,156-80.0% |
| Participant deferral / active EE | $833 | $5,619-85.2% | $4,917-83.1% | $6,407-87.0% |
| Admin fee / account holder | $20 | $15,028-99.9% | $12,439-99.8% | $12,270-99.8% |