Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $30,405 | $117,846-74.2% | $102,434-70.3% | $145,884-79.2% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.91% | 31.90%-17.0pp | 29.46%-14.5pp | 551.85%-536.9pp |
| Employer contribution / active EE | $942 | $3,615-73.9% | $3,023-68.8% | $4,662-79.8% |
| Participant deferral / active EE | $1,433 | $5,733-75.0% | $5,055-71.7% | $6,690-78.6% |
| Admin fee / account holder | $105 | $13,356-99.2% | $9,462-98.9% | $13,392-99.2% |