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 | $16,566 | $52,580-68.5% | $71,671-76.9% | $70,126-76.4% |
| Participation rate | 25.5% | 60.9%-35.4pp | 68.7%-43.3pp | 69.5%-44.1pp |
| Annual return | 17.51% | 20.25%-2.7pp | 20.65%-3.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $510 | $1,616-68.4% | $2,460-79.3% | $2,343-78.2% |
| Participant deferral / active EE | $721 | $2,386-69.8% | $3,438-79.0% | $3,332-78.4% |
| Admin fee / account holder | $280 | $3,653-92.3% | $5,558-95.0% | $4,645-94.0% |