Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $36,053 | $87,733-58.9% | $106,555-66.2% | $85,847-58.0% |
| Participation rate | 23.1% | 71.9%-48.9pp | 76.1%-53.1pp | 69.3%-46.2pp |
| Annual return | 11.89% | 21.86%-10.0pp | 26.80%-14.9pp | 318.61%-306.7pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $336 | $3,469-90.3% | $4,399-92.4% | $3,952-91.5% |
| Admin fee / account holder | $50 | $6,767-99.3% | $7,408-99.3% | $6,261-99.2% |