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 | $19,893 | $117,895-83.1% | $102,460-80.6% | $145,897-86.4% |
| Participation rate | 66.7% | 78.6%-12.0pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 13.72% | 31.92%-18.2pp | 29.47%-15.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $1,053 | $3,619-70.9% | $3,025-65.2% | $4,663-77.4% |
| Participant deferral / active EE | $1,688 | $5,736-70.6% | $5,056-66.6% | $6,689-74.8% |
| Admin fee / account holder | $15 | $13,353-99.9% | $9,460-99.8% | $13,390-99.9% |