Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $28,300 | $106,749-73.5% | $145,433-80.5% | $82,448-65.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 82.1%-22.1pp | 68.1%-8.1pp |
| Annual return | 19.16% | 27.59%-8.4pp | 66.58%-47.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $1,294 | $3,444-62.4% | $4,554-71.6% | $2,551-49.3% |
| Participant deferral / active EE | $2,362 | $6,519-63.8% | $7,897-70.1% | $4,139-42.9% |
| Admin fee / account holder | $190 | $8,390-97.7% | $13,129-98.6% | $7,234-97.4% |