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 | $80,559 | $160,040-49.7% | $147,096-45.2% | $145,877-44.8% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 12.44% | 98.49%-86.1pp | 419.75%-407.3pp | 551.28%-538.8pp |
| Employer contribution / active EE | $1,350 | $5,289-74.5% | $4,936-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $1,894 | $8,429-77.5% | $8,071-76.5% | $6,691-71.7% |
| Admin fee / account holder | $6 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |