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 | $30,858 | $48,364-36.2% | $71,796-57.0% | $62,881-50.9% |
| Participation rate | 43.1% | 60.6%-17.5pp | 69.1%-26.0pp | 69.3%-26.2pp |
| Annual return | 7.65% | 13.16%-5.5pp | 78.04%-70.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $292 | $1,042-71.9% | $1,924-84.8% | $2,281-87.2% |
| Participant deferral / active EE | $797 | $2,091-61.9% | $2,794-71.5% | $3,203-75.1% |
| Admin fee / account holder | $53 | $3,771-98.6% | $4,815-98.9% | $4,296-98.8% |