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 | $38,624 | $135,956-71.6% | $123,894-68.8% | $273,972-85.9% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 4.30% | 56.63%-52.3pp | 47.52%-43.2pp | 41.46%-37.2pp |
| Employer contribution / active EE | $1,588 | $5,170-69.3% | $4,617-65.6% | $4,869-67.4% |
| Participant deferral / active EE | $1,139 | $6,343-82.0% | $5,984-81.0% | $5,287-78.5% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,133-99.3% |