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 | $58,829 | $162,136-63.7% | $152,301-61.4% | $154,746-62.0% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 18.12% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $1,210 | $4,890-75.3% | $4,624-73.8% | $4,379-72.4% |
| Participant deferral / active EE | $2,304 | $8,341-72.4% | $8,004-71.2% | $6,730-65.8% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |