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 | $23,039 | $115,225-80.0% | $100,712-77.1% | $138,895-83.4% |
| Participation rate | 44.4% | 74.3%-29.9pp | 69.3%-24.8pp | 79.9%-35.5pp |
| Annual return | 24.71% | 40.35%-15.6pp | 33.27%-8.6pp | 145.39%-120.7pp |
| Employer contribution / active EE | $611 | $2,771-78.0% | $2,313-73.6% | $4,194-85.4% |
| Participant deferral / active EE | $715 | $4,699-84.8% | $4,085-82.5% | $6,396-88.8% |
| Admin fee / account holder | $20 | $10,844-99.8% | $9,256-99.8% | $12,562-99.8% |