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 | $35,008 | $202,342-82.7% | $172,753-79.7% | $152,909-77.1% |
| Participation rate | 52.6% | 87.1%-34.4pp | 82.6%-30.0pp | 82.5%-29.8pp |
| Annual return | 15.32% | 1029.88%-1014.6pp | 803.00%-787.7pp | 345.46%-330.1pp |
| Employer contribution / active EE | $1,407 | $5,857-76.0% | $5,144-72.6% | $4,764-70.5% |
| Participant deferral / active EE | $2,036 | $5,948-65.8% | $5,198-60.8% | $5,851-65.2% |
| Admin fee / account holder | $266 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |