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 | $81,520 | $99,875-18.4% | $146,866-44.5% | $86,983-6.3% |
| Participation rate | 6.8% | 75.8%-69.0pp | 82.5%-75.7pp | 69.5%-62.7pp |
| Annual return | 16.94% | 28.10%-11.2pp | 102.85%-85.9pp | 25.83%-8.9pp |
| Employer contribution / active EE | $396 | $3,224-87.7% | $4,425-91.1% | $2,584-84.7% |
| Participant deferral / active EE | $626 | $6,322-90.1% | $7,759-91.9% | $4,194-85.1% |
| Admin fee / account holder | $20 | $7,838-99.7% | $13,620-99.9% | $7,856-99.7% |