Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $14,500 | $97,125-85.1% | $86,233-83.2% | $137,256-89.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.0%-19.0pp | 80.0%-30.0pp |
| Annual return | 13.70% | 74.19%-60.5pp | 61.39%-47.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $322 | $2,841-88.7% | $2,504-87.1% | $4,156-92.2% |
| Participant deferral / active EE | $451 | $5,180-91.3% | $4,559-90.1% | $6,407-93.0% |
| Admin fee / account holder | $202 | $9,725-97.9% | $8,342-97.6% | $12,270-98.4% |