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 | $30,813 | $76,551-59.7% | $123,894-75.1% | $62,881-51.0% |
| Participation rate | 44.8% | 73.0%-28.2pp | 81.4%-36.6pp | 69.3%-24.5pp |
| Annual return | 11.17% | 18.68%-7.5pp | 47.52%-36.3pp | 20.14%-9.0pp |
| Employer contribution / active EE | $990 | $2,882-65.6% | $4,617-78.6% | $2,281-56.6% |
| Participant deferral / active EE | $1,815 | $4,840-62.5% | $5,984-69.7% | $3,203-43.3% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |