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 | $39,534 | $184,014-78.5% | $161,149-75.5% | $138,895-71.5% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.8%-28.8pp | 79.9%-29.9pp |
| Annual return | 18.41% | 21.52%-3.1pp | 21.16%-2.7pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,311 | $5,055-74.1% | $4,360-69.9% | $4,194-68.7% |
| Participant deferral / active EE | $1,441 | $6,909-79.1% | $6,153-76.6% | $6,396-77.5% |
| Admin fee / account holder | $124 | $18,027-99.3% | $15,194-99.2% | $12,562-99.0% |