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 | $25,869 | $69,590-62.8% | $136,867-81.1% | $94,015-72.5% |
| Participation rate | 57.7% | 66.3%-8.6pp | 74.5%-16.9pp | 70.8%-13.1pp |
| Annual return | 11.58% | 19.62%-8.0pp | 42.97%-31.4pp | 17.84%-6.3pp |
| Employer contribution / active EE | $1,121 | $2,396-53.2% | $3,547-68.4% | $2,790-59.8% |
| Participant deferral / active EE | $572 | $3,437-83.4% | $4,924-88.4% | $4,249-86.5% |
| Admin fee / account holder | $253 | $8,912-97.2% | $10,340-97.6% | $8,951-97.2% |