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 | $17,543 | $124,330-85.9% | $109,173-83.9% | $167,536-89.5% |
| Participation rate | 25.0% | 79.5%-54.5pp | 75.9%-50.9pp | 82.1%-57.1pp |
| Annual return | 15.60% | 26.04%-10.4pp | 25.75%-10.2pp | 478.82%-463.2pp |
| Employer contribution / active EE | $1,123 | $4,209-73.3% | $3,723-69.8% | $4,839-76.8% |
| Participant deferral / active EE | $1,318 | $5,256-74.9% | $4,654-71.7% | $6,342-79.2% |
| Admin fee / account holder | $66 | $7,974-99.2% | $6,755-99.0% | $12,315-99.5% |