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 | $83,487 | $165,351-49.5% | $149,710-44.2% | $158,931-47.5% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 17.52% | 348.19%-330.7pp | 276.63%-259.1pp | 302.86%-285.3pp |
| Employer contribution / active EE | $2,218 | $5,103-56.5% | $4,645-52.3% | $4,761-53.4% |
| Participant deferral / active EE | $2,218 | $7,181-69.1% | $6,842-67.6% | $5,982-62.9% |
| Admin fee / account holder | $149 | $10,807-98.6% | $9,309-98.4% | $11,247-98.7% |