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 | $54,017 | $78,423-31.1% | $95,964-43.7% | $79,856-32.4% |
| Participation rate | 60.0% | 73.5%-13.5pp | 77.1%-17.1pp | 69.6%-9.6pp |
| Annual return | 11.71% | 19.37%-7.7pp | 91.64%-79.9pp | 31.71%-20.0pp |
| Employer contribution / active EE | $1,049 | $1,945-46.1% | $2,541-58.7% | $2,471-57.5% |
| Participant deferral / active EE | $1,249 | $3,440-63.7% | $4,167-70.0% | $3,741-66.6% |
| Admin fee / account holder | $239 | $5,622-95.7% | $6,797-96.5% | $5,306-95.5% |