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 | $31,929 | $148,582-78.5% | $135,942-76.5% | $139,456-77.1% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 12.58% | 79.26%-66.7pp | 68.28%-55.7pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,681 | $5,245-67.9% | $4,858-65.4% | $4,753-64.6% |
| Participant deferral / active EE | $1,681 | $8,101-79.3% | $7,759-78.3% | $6,711-75.0% |
| Admin fee / account holder | $198 | $12,402-98.4% | $10,764-98.2% | $11,407-98.3% |