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 | $28,398 | $58,523-51.5% | $99,470-71.5% | $72,983-61.1% |
| Participation rate | 10.8% | 64.6%-53.8pp | 73.8%-63.0pp | 69.5%-58.7pp |
| Annual return | 20.06% | 28.51%-8.4pp | 30.72%-10.7pp | 81.01%-60.9pp |
| Employer contribution / active EE | $544 | $1,512-64.0% | $2,540-78.6% | $2,440-77.7% |
| Participant deferral / active EE | $928 | $2,606-64.4% | $3,619-74.3% | $3,608-74.3% |
| Admin fee / account holder | $0 | $4,102-100.0% | $6,252-100.0% | $5,124-100.0% |