Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $20,537 | $64,462-68.1% | $81,482-74.8% | $80,911-74.6% |
| Participation rate | 42.3% | 63.9%-21.6pp | 69.5%-27.2pp | 67.6%-25.3pp |
| Annual return | 14.84% | 16.35%-1.5pp | 24.79%-10.0pp | 35.63%-20.8pp |
| Employer contribution / active EE | $471 | $1,979-76.2% | $2,463-80.9% | $2,756-82.9% |
| Participant deferral / active EE | $913 | $3,094-70.5% | $3,885-76.5% | $4,297-78.8% |
| Admin fee / account holder | $87 | $5,678-98.5% | $5,761-98.5% | $6,935-98.7% |