Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $18,463 | $162,136-88.6% | $152,301-87.9% | $154,746-88.1% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 25.55% | 91.02%-65.5pp | 80.50%-54.9pp | 172.34%-146.8pp |
| Employer contribution / active EE | $1,288 | $4,890-73.7% | $4,624-72.1% | $4,379-70.6% |
| Participant deferral / active EE | $2,654 | $8,341-68.2% | $8,004-66.8% | $6,730-60.6% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |