Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $35,310 | $57,061-38.1% | $85,063-58.5% | $80,911-56.4% |
| Participation rate | 6.5% | 56.3%-49.9pp | 67.5%-61.1pp | 67.6%-61.2pp |
| Annual return | 13.68% | 21.66%-8.0pp | 66.54%-52.9pp | 35.63%-22.0pp |
| Employer contribution / active EE | $289 | $1,799-83.9% | $2,727-89.4% | $2,756-89.5% |
| Participant deferral / active EE | $409 | $3,110-86.9% | $4,523-91.0% | $4,297-90.5% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |