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 | $67,528 | $105,284-35.9% | $150,734-55.2% | $94,015-28.2% |
| Participation rate | 40.7% | 71.7%-31.0pp | 78.4%-37.7pp | 70.8%-30.1pp |
| Annual return | 17.30% | 15.67%+1.6pp | 600.81%-583.5pp | 17.84%-0.5pp |
| Employer contribution / active EE | $1,416 | $3,599-60.7% | $4,918-71.2% | $2,790-49.3% |
| Participant deferral / active EE | $1,502 | $4,274-64.9% | $5,610-73.2% | $4,249-64.7% |
| Admin fee / account holder | $16 | $9,839-99.8% | $14,905-99.9% | $8,951-99.8% |