Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $60,847 | $102,609-40.7% | $98,090-38.0% | $138,895-56.2% |
| Participation rate | 55.6% | 82.8%-27.2pp | 81.5%-26.0pp | 79.9%-24.4pp |
| Annual return | 15.05% | 36.44%-21.4pp | 37.05%-22.0pp | 145.39%-130.3pp |
| Employer contribution / active EE | $764 | $3,867-80.2% | $3,606-78.8% | $4,194-81.8% |
| Participant deferral / active EE | $1,667 | $8,167-79.6% | $7,845-78.8% | $6,396-73.9% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |