Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $19,463 | $37,156-47.6% | $83,854-76.8% | $86,983-77.6% |
| Participation rate | 9.4% | 49.1%-39.7pp | 59.1%-49.7pp | 69.5%-60.2pp |
| Annual return | 21.29% | 29.88%-8.6pp | 31.39%-10.1pp | 25.83%-4.5pp |
| Employer contribution / active EE | $0 | $661-100.0% | $1,017-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $160 | $1,418-88.7% | $2,035-92.1% | $4,194-96.2% |
| Admin fee / account holder | $76 | $2,510-97.0% | $3,197-97.6% | $7,856-99.0% |