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 | $66,170 | $53,774+23.1% | $134,162-50.7% | $79,852-17.1% |
| Participation rate | 20.3% | 58.8%-38.5pp | 72.2%-51.9pp | 69.6%-49.3pp |
| Annual return | 15.90% | 19.01%-3.1pp | 36.35%-20.4pp | 31.72%-15.8pp |
| Employer contribution / active EE | $317 | $1,322-76.0% | $3,705-91.5% | $2,471-87.2% |
| Participant deferral / active EE | $701 | $2,420-71.0% | $3,500-80.0% | $3,740-81.3% |
| Admin fee / account holder | $63 | $3,985-98.4% | $6,685-99.1% | $5,306-98.8% |