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 | $30,332 | $118,869-74.5% | $96,575-68.6% | $167,518-81.9% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 13.19% | 50.49%-37.3pp | 37.79%-24.6pp | 478.71%-465.5pp |
| Employer contribution / active EE | $633 | $3,120-79.7% | $2,357-73.1% | $4,838-86.9% |
| Participant deferral / active EE | $780 | $4,616-83.1% | $3,849-79.7% | $6,342-87.7% |
| Admin fee / account holder | $88 | $8,067-98.9% | $6,182-98.6% | $12,312-99.3% |