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 | $29,816 | $96,508-69.1% | $75,901-60.7% | $152,897-80.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.3%-0.1pp | 82.5%-13.2pp |
| Annual return | 18.51% | 33.99%-15.5pp | 30.76%-12.2pp | 345.43%-326.9pp |
| Employer contribution / active EE | $1,607 | $3,310-51.5% | $2,501-35.8% | $4,764-66.3% |
| Participant deferral / active EE | $490 | $4,554-89.2% | $3,603-86.4% | $5,851-91.6% |
| Admin fee / account holder | $161 | $8,081-98.0% | $5,420-97.0% | $11,599-98.6% |