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 | $40,040 | $56,894-29.6% | $84,753-52.8% | $62,881-36.3% |
| Participation rate | 34.6% | 68.5%-33.9pp | 76.6%-42.0pp | 69.3%-34.7pp |
| Annual return | 4.92% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.2pp |
| Employer contribution / active EE | $521 | $2,400-78.3% | $3,574-85.4% | $2,281-77.2% |
| Participant deferral / active EE | $651 | $2,709-76.0% | $3,712-82.5% | $3,203-79.7% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |