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 | $35,779 | $104,251-65.7% | $91,004-60.7% | $147,586-75.8% |
| Participation rate | 46.2% | 78.2%-32.1pp | 75.6%-29.4pp | 82.8%-36.7pp |
| Annual return | 15.49% | 27.06%-11.6pp | 4.60%+10.9pp | 578.59%-563.1pp |
| Employer contribution / active EE | $506 | $3,116-83.8% | $2,456-79.4% | $4,876-89.6% |
| Participant deferral / active EE | $839 | $4,195-80.0% | $3,548-76.4% | $5,439-84.6% |
| Admin fee / account holder | $147 | $8,948-98.4% | $5,417-97.3% | $10,886-98.6% |