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 | $92,158 | $160,028-42.4% | $147,080-37.3% | $145,884-36.8% |
| Participation rate | 47.1% | 84.0%-37.0pp | 82.2%-35.1pp | 80.3%-33.2pp |
| Annual return | 13.66% | 98.60%-84.9pp | 420.17%-406.5pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,659 | $5,286-68.6% | $4,933-66.4% | $4,662-64.4% |
| Participant deferral / active EE | $2,531 | $8,422-69.9% | $8,066-68.6% | $6,690-62.2% |
| Admin fee / account holder | $196 | $15,030-98.7% | $12,989-98.5% | $13,392-98.5% |