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 | $57,028 | $117,846-51.6% | $102,434-44.3% | $145,884-60.9% |
| Participation rate | 34.8% | 78.6%-43.8pp | 76.5%-41.7pp | 80.3%-45.5pp |
| Annual return | 10.69% | 31.90%-21.2pp | 29.46%-18.8pp | 551.85%-541.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,660 | $5,733-71.0% | $5,055-67.2% | $6,690-75.2% |
| Admin fee / account holder | $3 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |