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 | $54,926 | $154,228-64.4% | $145,433-62.2% | $137,256-60.0% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 14.53% | 74.59%-60.1pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $1,508 | $4,804-68.6% | $4,554-66.9% | $4,156-63.7% |
| Participant deferral / active EE | $2,166 | $8,216-73.6% | $7,897-72.6% | $6,407-66.2% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |