Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,734 | $190,916-72.4% | $160,037-67.0% | $134,545-60.8% |
| Participation rate | 18.8% | 82.0%-63.2pp | 78.0%-59.2pp | 81.2%-62.5pp |
| Annual return | 34.22% | 552.79%-518.6pp | 408.95%-374.7pp | 418.37%-384.1pp |
| Employer contribution / active EE | $1,188 | $4,996-76.2% | $4,226-71.9% | $4,742-74.9% |
| Participant deferral / active EE | $1,297 | $6,925-81.3% | $6,184-79.0% | $6,401-79.7% |
| Admin fee / account holder | $117 | $10,497-98.9% | $8,716-98.7% | $11,431-99.0% |