Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $146,907 | $176,786-16.9% | $146,643+0.2% | $167,536-12.3% |
| Participation rate | 43.5% | 83.6%-40.1pp | 80.1%-36.6pp | 82.1%-38.6pp |
| Annual return | 23.13% | 24.04%-0.9pp | 22.75%+0.4pp | 478.82%-455.7pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $578 | $6,440-91.0% | $5,506-89.5% | $6,342-90.9% |
| Admin fee / account holder | $107 | $13,262-99.2% | $10,280-99.0% | $12,315-99.1% |