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 | $38,452 | $109,372-64.8% | $89,414-57.0% | $158,966-75.8% |
| Participation rate | 20.0% | 74.3%-54.3pp | 68.0%-48.0pp | 82.0%-62.0pp |
| Annual return | 18.86% | 345.55%-326.7pp | 245.50%-226.6pp | 302.95%-284.1pp |
| Employer contribution / active EE | $398 | $3,171-87.4% | $2,586-84.6% | $4,762-91.6% |
| Participant deferral / active EE | $598 | $4,598-87.0% | $3,890-84.6% | $5,983-90.0% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |