Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,926 | $81,487-37.5% | $102,412-50.3% | $80,935-37.1% |
| Participation rate | 43.2% | 66.8%-23.6pp | 74.5%-31.3pp | 67.7%-24.4pp |
| Annual return | 12.29% | 25.60%-13.3pp | 24.94%-12.6pp | 35.66%-23.4pp |
| Employer contribution / active EE | $1,130 | $3,103-63.6% | $3,870-70.8% | $2,757-59.0% |
| Participant deferral / active EE | $1,452 | $3,871-62.5% | $5,060-71.3% | $4,299-66.2% |
| Admin fee / account holder | $223 | $6,717-96.7% | $8,388-97.3% | $6,924-96.8% |