Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,519 | $208,088-84.9% | $186,193-83.1% | $154,746-79.6% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 19.48% | 89.97%-70.5pp | 78.03%-58.6pp | 172.34%-152.9pp |
| Employer contribution / active EE | $969 | $4,340-77.7% | $3,918-75.3% | $4,379-77.9% |
| Participant deferral / active EE | $769 | $7,078-89.1% | $6,513-88.2% | $6,730-88.6% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |