Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $47,863 | $157,276-69.6% | $141,177-66.1% | $152,885-68.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 82.5%-22.5pp | 82.5%-22.5pp |
| Annual return | 27.35% | 64.33%-37.0pp | 71.40%-44.1pp | 345.39%-318.0pp |
| Employer contribution / active EE | $1,926 | $5,262-63.4% | $4,736-59.3% | $4,763-59.6% |
| Participant deferral / active EE | $2,155 | $7,110-69.7% | $6,710-67.9% | $5,851-63.2% |
| Admin fee / account holder | $97 | $12,123-99.2% | $10,263-99.1% | $11,598-99.2% |