Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $36,869 | $110,278-66.6% | $95,740-61.5% | $139,466-73.6% |
| Participation rate | 20.0% | 75.7%-55.7pp | 72.3%-52.3pp | 80.3%-60.3pp |
| Annual return | 21.11% | 27.19%-6.1pp | 28.41%-7.3pp | 373.66%-352.6pp |
| Employer contribution / active EE | $420 | $3,260-87.1% | $2,836-85.2% | $4,754-91.2% |
| Participant deferral / active EE | $420 | $4,674-91.0% | $4,244-90.1% | $6,712-93.7% |
| Admin fee / account holder | $142 | $6,613-97.9% | $5,676-97.5% | $11,409-98.8% |