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 | $79,319 | $138,385-42.7% | $184,243-56.9% | $80,925-2.0% |
| Participation rate | 13.8% | 83.9%-70.1pp | 86.8%-73.0pp | 67.7%-53.9pp |
| Annual return | 13.27% | 20.02%-6.8pp | 28.82%-15.6pp | 35.65%-22.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,564 | $7,075-77.9% | $9,132-82.9% | $4,299-63.6% |
| Admin fee / account holder | $92 | $10,489-99.1% | $13,914-99.3% | $6,940-98.7% |