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 | $27,333 | $114,119-76.0% | $107,187-74.5% | $138,895-80.3% |
| Participation rate | 33.3% | 78.1%-44.7pp | 75.0%-41.7pp | 79.9%-46.6pp |
| Annual return | 15.98% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,312 | $5,538-76.3% | $5,096-74.2% | $6,396-79.5% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |