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 | $28,662 | $210,698-86.4% | $178,014-83.9% | $145,959-80.4% |
| Participation rate | 33.3% | 80.8%-47.4pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 13.12% | 386.27%-373.2pp | 294.80%-281.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $0 | $4,567-100.0% | $3,950-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $525 | $6,958-92.5% | $6,276-91.6% | $6,689-92.2% |
| Admin fee / account holder | $75 | $12,016-99.4% | $10,362-99.3% | $13,398-99.4% |