Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $96,642 | $117,846-18.0% | $102,434-5.7% | $145,884-33.8% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 10.19% | 31.90%-21.7pp | 29.46%-19.3pp | 551.85%-541.7pp |
| Employer contribution / active EE | $1,142 | $3,615-68.4% | $3,023-62.2% | $4,662-75.5% |
| Participant deferral / active EE | $1,440 | $5,733-74.9% | $5,055-71.5% | $6,690-78.5% |
| Admin fee / account holder | $172 | $13,356-98.7% | $9,462-98.2% | $13,392-98.7% |