Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $50,862 | $95,453-46.7% | $112,040-54.6% | $82,448-38.3% |
| Participation rate | 33.3% | 72.8%-39.4pp | 76.5%-43.2pp | 68.1%-34.7pp |
| Annual return | 21.97% | 23.92%-2.0pp | 24.52%-2.5pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,317 | $2,318-43.2% | $2,954-55.4% | $2,551-48.4% |
| Participant deferral / active EE | $1,745 | $4,224-58.7% | $5,098-65.8% | $4,139-57.9% |
| Admin fee / account holder | $20 | $9,013-99.8% | $12,098-99.8% | $7,234-99.7% |