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 | $60,326 | $198,457-69.6% | $170,435-64.6% | $147,586-59.1% |
| Participation rate | 26.7% | 88.0%-61.3pp | 83.6%-56.9pp | 82.8%-56.2pp |
| Annual return | 61.72% | 257.30%-195.6pp | 205.94%-144.2pp | 578.59%-516.9pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,883 | $5,629-66.6% | $4,939-61.9% | $5,439-65.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |