Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $38,644 | $199,109-80.6% | $173,730-77.8% | $154,746-75.0% |
| Participation rate | 25.0% | 82.8%-57.8pp | 79.6%-54.6pp | 80.7%-55.7pp |
| Annual return | 23.53% | 20.02%+3.5pp | 19.96%+3.6pp | 172.34%-148.8pp |
| Employer contribution / active EE | $1,486 | $5,311-72.0% | $4,577-67.5% | $4,379-66.1% |
| Participant deferral / active EE | $1,594 | $7,113-77.6% | $6,326-74.8% | $6,730-76.3% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |