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 | $23,102 | $165,399-86.0% | $149,745-84.6% | $158,982-85.5% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 19.86% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.1pp |
| Employer contribution / active EE | $948 | $5,105-81.4% | $4,646-79.6% | $4,763-80.1% |
| Participant deferral / active EE | $1,140 | $7,183-84.1% | $6,843-83.3% | $5,983-81.0% |
| Admin fee / account holder | $92 | $10,811-99.1% | $9,312-99.0% | $11,252-99.2% |