Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $105,194 | $165,399-36.4% | $149,745-29.8% | $158,982-33.8% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 20.64% | 348.34%-327.7pp | 276.72%-256.1pp | 302.99%-282.3pp |
| Employer contribution / active EE | $1,016 | $5,105-80.1% | $4,646-78.1% | $4,763-78.7% |
| Participant deferral / active EE | $1,162 | $7,183-83.8% | $6,843-83.0% | $5,983-80.6% |
| Admin fee / account holder | $136 | $10,811-98.7% | $9,312-98.5% | $11,252-98.8% |