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 | $79,257 | $176,105-55.0% | $159,474-50.3% | $167,536-52.7% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 22.24% | 331.91%-309.7pp | 263.68%-241.4pp | 478.82%-456.6pp |
| Employer contribution / active EE | $1,856 | $5,299-65.0% | $4,831-61.6% | $4,839-61.7% |
| Participant deferral / active EE | $1,913 | $7,751-75.3% | $7,353-74.0% | $6,342-69.8% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |