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 | $67,541 | $176,105-61.6% | $159,474-57.6% | $167,536-59.7% |
| Participation rate | 37.5% | 85.0%-47.5pp | 82.8%-45.3pp | 82.1%-44.6pp |
| Annual return | 13.99% | 331.91%-317.9pp | 263.68%-249.7pp | 478.82%-464.8pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,337 | $7,751-69.9% | $7,353-68.2% | $6,342-63.2% |
| Admin fee / account holder | $207 | $12,559-98.3% | $10,802-98.1% | $12,315-98.3% |