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 | $70,346 | $209,425-66.4% | $178,499-60.6% | $158,966-55.7% |
| Participation rate | 41.2% | 86.4%-45.2pp | 81.9%-40.8pp | 82.0%-40.8pp |
| Annual return | 7.09% | 188.80%-181.7pp | 151.10%-144.0pp | 302.95%-295.9pp |
| Employer contribution / active EE | $1,321 | $5,707-76.9% | $5,011-73.6% | $4,762-72.3% |
| Participant deferral / active EE | $1,869 | $5,955-68.6% | $5,202-64.1% | $5,983-68.8% |
| Admin fee / account holder | $21 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |