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 | $70,447 | $63,346+11.2% | $92,240-23.6% | $70,126+0.5% |
| Participation rate | 25.9% | 68.7%-42.7pp | 76.5%-50.6pp | 69.5%-43.6pp |
| Annual return | 16.28% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,006 | $2,854-64.7% | $3,897-74.2% | $3,332-69.8% |
| Admin fee / account holder | $2 | $3,841-99.9% | $5,194-100.0% | $4,645-99.9% |