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 | $35,385 | $102,385-65.4% | $147,080-75.9% | $80,935-56.3% |
| Participation rate | 53.3% | 75.9%-22.5pp | 82.2%-28.8pp | 67.7%-14.3pp |
| Annual return | 15.70% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $946 | $3,717-74.5% | $4,933-80.8% | $2,757-65.7% |
| Participant deferral / active EE | $2,116 | $6,651-68.2% | $8,066-73.8% | $4,299-50.8% |
| Admin fee / account holder | $283 | $7,951-96.4% | $12,989-97.8% | $6,924-95.9% |