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 | $62,911 | $57,073+10.2% | $85,126-26.1% | $80,925-22.3% |
| Participation rate | 5.2% | 56.4%-51.2pp | 67.5%-62.4pp | 67.7%-62.5pp |
| Annual return | 13.70% | 21.69%-8.0pp | 66.63%-52.9pp | 35.65%-22.0pp |
| Employer contribution / active EE | $308 | $1,801-82.9% | $2,731-88.7% | $2,756-88.8% |
| Participant deferral / active EE | $722 | $3,113-76.8% | $4,523-84.0% | $4,299-83.2% |
| Admin fee / account holder | $0 | $4,988-100.0% | $6,160-100.0% | $6,940-100.0% |