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 | $40,030 | $76,551-47.7% | $123,894-67.7% | $62,881-36.3% |
| Participation rate | 47.1% | 73.0%-25.8pp | 81.4%-34.3pp | 69.3%-22.2pp |
| Annual return | 10.10% | 18.68%-8.6pp | 47.52%-37.4pp | 20.14%-10.0pp |
| Employer contribution / active EE | $985 | $2,882-65.8% | $4,617-78.7% | $2,281-56.8% |
| Participant deferral / active EE | $2,003 | $4,840-58.6% | $5,984-66.5% | $3,203-37.5% |
| Admin fee / account holder | $6 | $4,826-99.9% | $8,357-99.9% | $4,296-99.9% |