Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $6,782 | $69,252-90.2% | $64,099-89.4% | $139,456-95.1% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 25.40% | 45.89%-20.5pp | 33.70%-8.3pp | 373.45%-348.0pp |
| Employer contribution / active EE | $652 | $3,184-79.5% | $2,748-76.3% | $4,753-86.3% |
| Participant deferral / active EE | $799 | $4,683-82.9% | $3,881-79.4% | $6,711-88.1% |
| Admin fee / account holder | $149 | $4,248-96.5% | $3,070-95.1% | $11,407-98.7% |