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 | $49,987 | $67,602-26.1% | $82,312-39.3% | $70,126-28.7% |
| Participation rate | 44.8% | 72.8%-28.0pp | 76.9%-32.1pp | 69.5%-24.8pp |
| Annual return | 15.66% | 21.57%-5.9pp | 25.88%-10.2pp | 73.15%-57.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,091 | $2,987-63.5% | $3,706-70.6% | $3,332-67.3% |
| Admin fee / account holder | $146 | $4,512-96.8% | $5,608-97.4% | $4,645-96.9% |