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 | $159,075 | $65,361+143.4% | $92,903+71.2% | $72,983+118.0% |
| Participation rate | 13.3% | 68.3%-55.0pp | 76.0%-62.7pp | 69.5%-56.2pp |
| Annual return | 22.41% | 42.11%-19.7pp | 109.43%-87.0pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $438 | $3,128-86.0% | $4,238-89.7% | $3,608-87.9% |
| Admin fee / account holder | $17 | $4,251-99.6% | $5,795-99.7% | $5,124-99.7% |