Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $27,966 | $99,875-72.0% | $146,866-81.0% | $86,983-67.8% |
| Participation rate | 25.0% | 75.8%-50.8pp | 82.5%-57.5pp | 69.5%-44.5pp |
| Annual return | 17.30% | 28.10%-10.8pp | 102.85%-85.6pp | 25.83%-8.5pp |
| Employer contribution / active EE | $1,105 | $3,224-65.7% | $4,425-75.0% | $2,584-57.3% |
| Participant deferral / active EE | $1,735 | $6,322-72.6% | $7,759-77.6% | $4,194-58.6% |
| Admin fee / account holder | $191 | $7,838-97.6% | $13,620-98.6% | $7,856-97.6% |