Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $32,587 | $77,460-57.9% | $100,378-67.5% | $80,925-59.7% |
| Participation rate | 5.6% | 76.9%-71.4pp | 81.5%-76.0pp | 67.7%-62.1pp |
| Annual return | 14.12% | 37.24%-23.1pp | 49.41%-35.3pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $688 | $6,818-89.9% | $8,087-91.5% | $4,299-84.0% |
| Admin fee / account holder | $0 | $5,887-100.0% | $7,899-100.0% | $6,940-100.0% |