Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $32,453 | $69,273-53.2% | $90,796-64.3% | $82,637-60.7% |
| Participation rate | 26.5% | 64.0%-37.5pp | 69.5%-43.0pp | 68.1%-41.5pp |
| Annual return | 18.02% | 18.37%-0.4pp | 19.29%-1.3pp | 53.51%-35.5pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $43 | $3,047-98.6% | $3,822-98.9% | $4,126-99.0% |
| Admin fee / account holder | $166 | $5,511-97.0% | $7,024-97.6% | $7,339-97.7% |