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 | $31,880 | $208,088-84.7% | $186,193-82.9% | $154,746-79.4% |
| Participation rate | 45.5% | 80.0%-34.5pp | 77.1%-31.7pp | 80.7%-35.2pp |
| Annual return | 16.30% | 89.97%-73.7pp | 78.03%-61.7pp | 172.34%-156.0pp |
| Employer contribution / active EE | $831 | $4,340-80.9% | $3,918-78.8% | $4,379-81.0% |
| Participant deferral / active EE | $1,251 | $7,078-82.3% | $6,513-80.8% | $6,730-81.4% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |