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 | $95,480 | $202,342-52.8% | $172,752-44.7% | $152,897-37.6% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 23.03% | 1029.83%-1006.8pp | 802.97%-779.9pp | 345.43%-322.4pp |
| Employer contribution / active EE | $1,707 | $5,858-70.9% | $5,144-66.8% | $4,764-64.2% |
| Participant deferral / active EE | $1,862 | $5,948-68.7% | $5,198-64.2% | $5,851-68.2% |
| Admin fee / account holder | $20 | $17,111-99.9% | $13,955-99.9% | $11,599-99.8% |