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 | $24,267 | $45,050-46.1% | $63,018-61.5% | $70,126-65.4% |
| Participation rate | 9.9% | 69.5%-59.6pp | 74.8%-64.9pp | 69.5%-59.7pp |
| Annual return | 23.22% | 18.76%+4.5pp | 87.62%-64.4pp | 73.15%-49.9pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $614 | $2,466-75.1% | $3,330-81.5% | $3,332-81.6% |
| Admin fee / account holder | $81 | $2,834-97.1% | $3,601-97.8% | $4,645-98.3% |