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 | $43,550 | $101,795-57.2% | $165,100-73.6% | $80,959-46.2% |
| Participation rate | 62.8% | 71.8%-9.0pp | 78.6%-15.8pp | 67.7%-4.8pp |
| Annual return | 13.85% | 16.73%-2.9pp | 70.21%-56.4pp | 35.67%-21.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,655 | $4,476-63.0% | $6,035-72.6% | $4,300-61.5% |
| Admin fee / account holder | $101 | $8,221-98.8% | $12,696-99.2% | $6,925-98.5% |