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 | $200,207 | $69,118+189.7% | $53,647+273.2% | $138,895+44.1% |
| Participation rate | 20.0% | 64.0%-44.0pp | 56.3%-36.3pp | 79.9%-59.9pp |
| Annual return | 12.24% | 248.26%-236.0pp | 358.33%-346.1pp | 145.39%-133.2pp |
| Employer contribution / active EE | $162 | $1,189-86.4% | $962-83.1% | $4,194-96.1% |
| Participant deferral / active EE | $203 | $2,274-91.1% | $1,813-88.8% | $6,396-96.8% |
| Admin fee / account holder | $143 | $2,724-94.8% | $2,460-94.2% | $12,562-98.9% |