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 | $28,372 | $124,425-77.2% | $112,040-74.7% | $137,256-79.3% |
| Participation rate | 42.9% | 79.3%-36.5pp | 76.5%-33.6pp | 80.0%-37.1pp |
| Annual return | 20.07% | 24.72%-4.6pp | 24.52%-4.4pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,032 | $3,411-69.7% | $2,954-65.1% | $4,156-75.2% |
| Participant deferral / active EE | $1,478 | $5,718-74.2% | $5,098-71.0% | $6,407-76.9% |
| Admin fee / account holder | $0 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |