Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $19,141 | $183,539-89.6% | $155,556-87.7% | $145,897-86.9% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.32% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $1,313 | $5,315-75.3% | $4,675-71.9% | $4,663-71.8% |
| Participant deferral / active EE | $1,595 | $6,467-75.3% | $5,631-71.7% | $6,689-76.2% |
| Admin fee / account holder | $286 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |