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 | $31,248 | $124,346-74.9% | $111,308-71.9% | $167,536-81.3% |
| Participation rate | 62.5% | 79.6%-17.1pp | 77.3%-14.8pp | 82.1%-19.6pp |
| Annual return | 15.41% | 37.45%-22.0pp | 54.67%-39.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $925 | $3,437-73.1% | $2,732-66.1% | $4,839-80.9% |
| Participant deferral / active EE | $925 | $5,182-82.2% | $4,487-79.4% | $6,342-85.4% |
| Admin fee / account holder | $37 | $10,621-99.7% | $7,965-99.5% | $12,315-99.7% |