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 | $16,552 | $57,065-71.0% | $75,670-78.1% | $70,131-76.4% |
| Participation rate | 12.5% | 68.1%-55.6pp | 72.3%-59.8pp | 69.5%-57.0pp |
| Annual return | 23.21% | 23.57%-0.4pp | 27.34%-4.1pp | 73.14%-49.9pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $433 | $2,580-83.2% | $3,142-86.2% | $3,332-87.0% |
| Admin fee / account holder | $0 | $3,825-100.0% | $5,800-100.0% | $4,645-100.0% |