Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $34,140 | $108,942-68.7% | $100,415-66.0% | $145,897-76.6% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 10.32% | 58.27%-47.9pp | 49.47%-39.2pp | 552.29%-542.0pp |
| Employer contribution / active EE | $925 | $4,422-79.1% | $3,943-76.5% | $4,663-80.2% |
| Participant deferral / active EE | $1,625 | $8,461-80.8% | $8,091-79.9% | $6,689-75.7% |
| Admin fee / account holder | $164 | $9,702-98.3% | $7,906-97.9% | $13,390-98.8% |