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 | $16,086 | $45,079-64.3% | $69,461-76.8% | $72,983-78.0% |
| Participation rate | 15.7% | 68.5%-52.8pp | 74.6%-58.9pp | 69.5%-53.8pp |
| Annual return | 25.05% | 22.65%+2.4pp | 28.97%-3.9pp | 81.01%-56.0pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $614 | $2,603-76.4% | $3,536-82.6% | $3,608-83.0% |
| Admin fee / account holder | $215 | $3,056-93.0% | $3,840-94.4% | $5,124-95.8% |