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 | $14,682 | $87,546-83.2% | $75,784-80.6% | $125,389-88.3% |
| Participation rate | 22.2% | 80.2%-58.0pp | 75.8%-53.6pp | 83.2%-61.0pp |
| Annual return | -0.88% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $730 | $3,930-81.4% | $3,323-78.0% | $4,866-85.0% |
| Participant deferral / active EE | $616 | $4,230-85.4% | $3,652-83.1% | $5,352-88.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |