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 | $73,152 | $48,364+51.3% | $71,796+1.9% | $62,881+16.3% |
| Participation rate | 10.7% | 60.6%-49.9pp | 69.1%-58.4pp | 69.3%-58.6pp |
| Annual return | 7.36% | 13.16%-5.8pp | 78.04%-70.7pp | 20.14%-12.8pp |
| Employer contribution / active EE | $253 | $1,042-75.7% | $1,924-86.8% | $2,281-88.9% |
| Participant deferral / active EE | $645 | $2,091-69.2% | $2,794-76.9% | $3,203-79.9% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |