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 | $17,883 | $97,125-81.6% | $86,233-79.3% | $137,256-87.0% |
| Participation rate | 31.8% | 74.2%-42.4pp | 69.0%-37.2pp | 80.0%-48.1pp |
| Annual return | 19.23% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.1pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $331 | $5,180-93.6% | $4,559-92.7% | $6,407-94.8% |
| Admin fee / account holder | $171 | $9,725-98.2% | $8,342-97.9% | $12,270-98.6% |