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 | $88,738 | $126,519-29.9% | $106,201-16.4% | $145,959-39.2% |
| Participation rate | 42.9% | 77.7%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.95% | 225.10%-213.2pp | 116.26%-104.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $1,006 | $3,726-73.0% | $3,170-68.3% | $4,661-78.4% |
| Participant deferral / active EE | $1,302 | $5,716-77.2% | $5,012-74.0% | $6,689-80.5% |
| Admin fee / account holder | $204 | $17,312-98.8% | $11,039-98.2% | $13,398-98.5% |