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 | $20,532 | $94,439-78.3% | $73,658-72.1% | $154,746-86.7% |
| Participation rate | 30.8% | 64.7%-33.9pp | 57.0%-26.3pp | 80.7%-49.9pp |
| Annual return | 16.91% | 28.25%-11.3pp | 29.72%-12.8pp | 172.34%-155.4pp |
| Employer contribution / active EE | $37 | $1,257-97.1% | $1,032-96.4% | $4,379-99.2% |
| Participant deferral / active EE | $12 | $2,527-99.5% | $2,062-99.4% | $6,730-99.8% |
| Admin fee / account holder | $151 | $3,843-96.1% | $3,357-95.5% | $14,365-99.0% |