Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,534 | $53,841+23.6% | $75,731-12.1% | $85,851-22.5% |
| Participation rate | 7.7% | 69.0%-61.3pp | 74.8%-67.1pp | 69.3%-61.6pp |
| Annual return | 28.91% | 24.54%+4.4pp | 104.65%-75.7pp | 318.63%-289.7pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $865 | $2,895-70.1% | $3,820-77.3% | $3,952-78.1% |
| Admin fee / account holder | $0 | $3,340-100.0% | $3,620-100.0% | $6,261-100.0% |