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 | $20,825 | $160,040-87.0% | $147,096-85.8% | $145,877-85.7% |
| Participation rate | 64.3% | 84.0%-19.7pp | 82.2%-17.9pp | 80.3%-16.0pp |
| Annual return | 15.48% | 98.49%-83.0pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $1,636 | $5,289-69.1% | $4,936-66.9% | $4,663-64.9% |
| Participant deferral / active EE | $2,075 | $8,429-75.4% | $8,071-74.3% | $6,691-69.0% |
| Admin fee / account holder | $75 | $15,050-99.5% | $13,005-99.4% | $13,402-99.4% |