Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $34,263 | $162,136-78.9% | $152,301-77.5% | $154,746-77.9% |
| Participation rate | 45.5% | 84.1%-38.7pp | 82.4%-37.0pp | 80.7%-35.2pp |
| Annual return | 12.64% | 91.02%-78.4pp | 80.50%-67.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $942 | $4,890-80.7% | $4,624-79.6% | $4,379-78.5% |
| Participant deferral / active EE | $1,809 | $8,341-78.3% | $8,004-77.4% | $6,730-73.1% |
| Admin fee / account holder | $94 | $15,759-99.4% | $14,398-99.4% | $14,365-99.3% |