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 | $59,250 | $81,358-27.2% | $155,556-61.9% | $80,959-26.8% |
| Participation rate | 20.4% | 66.3%-45.9pp | 78.2%-57.8pp | 67.7%-47.3pp |
| Annual return | 16.51% | 33.39%-16.9pp | 64.84%-48.3pp | 35.67%-19.2pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $473 | $3,455-86.3% | $5,631-91.6% | $4,300-89.0% |
| Admin fee / account holder | $273 | $7,994-96.6% | $15,885-98.3% | $6,925-96.1% |