Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $19,367 | $81,262-76.2% | $155,602-87.6% | $80,911-76.1% |
| Participation rate | 37.9% | 66.2%-28.3pp | 78.2%-40.3pp | 67.6%-29.7pp |
| Annual return | 13.78% | 33.34%-19.6pp | 64.81%-51.0pp | 35.63%-21.8pp |
| Employer contribution / active EE | $516 | $3,102-83.4% | $4,675-89.0% | $2,756-81.3% |
| Participant deferral / active EE | $897 | $3,451-74.0% | $5,629-84.1% | $4,297-79.1% |
| Admin fee / account holder | $14 | $7,992-99.8% | $15,923-99.9% | $6,935-99.8% |