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 | $109,007 | $57,828+88.5% | $117,039-6.9% | $70,126+55.4% |
| Participation rate | 28.3% | 67.1%-38.8pp | 77.2%-48.9pp | 69.5%-41.2pp |
| Annual return | 12.27% | 17.55%-5.3pp | 18.95%-6.7pp | 73.15%-60.9pp |
| Employer contribution / active EE | $0 | $1,816-100.0% | $3,785-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $897 | $2,438-63.2% | $3,929-77.2% | $3,332-73.1% |
| Admin fee / account holder | $242 | $3,548-93.2% | $5,974-96.0% | $4,645-94.8% |