Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,225 | $77,814-77.9% | $158,223-89.1% | $86,983-80.2% |
| Participation rate | 19.4% | 68.4%-49.1pp | 79.2%-59.8pp | 69.5%-50.2pp |
| Annual return | 13.58% | 30.54%-17.0pp | 52.09%-38.5pp | 25.83%-12.3pp |
| Employer contribution / active EE | $887 | $2,592-65.8% | $4,109-78.4% | $2,584-65.7% |
| Participant deferral / active EE | $846 | $3,270-74.1% | $5,467-84.5% | $4,194-79.8% |
| Admin fee / account holder | $161 | $5,879-97.3% | $16,047-99.0% | $7,856-98.0% |