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 | $65,813 | $118,708-44.6% | $98,920-33.5% | $158,982-58.6% |
| Participation rate | 30.4% | 77.8%-47.4pp | 76.0%-45.6pp | 82.0%-51.5pp |
| Annual return | 17.90% | 372.49%-354.6pp | 196.47%-178.6pp | 302.99%-285.1pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $482 | $5,089-90.5% | $4,245-88.6% | $5,983-91.9% |
| Admin fee / account holder | $81 | $10,134-99.2% | $6,643-98.8% | $11,252-99.3% |