Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $220,972 | $112,729+96.0% | $98,716+123.8% | $137,256+61.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 133.73% | 38.48%+95.2pp | 31.81%+101.9pp | 220.34%-86.6pp |
| Employer contribution / active EE | $785 | $2,725-71.2% | $2,279-65.6% | $4,156-81.1% |
| Participant deferral / active EE | $820 | $4,640-82.3% | $4,048-79.7% | $6,407-87.2% |
| Admin fee / account holder | $83 | $10,129-99.2% | $8,703-99.0% | $12,270-99.3% |