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 | $25,425 | $42,910-40.7% | $60,919-58.3% | $68,490-62.9% |
| Participation rate | 13.6% | 66.8%-53.1pp | 73.1%-59.5pp | 67.9%-54.3pp |
| Annual return | 0.00% | -13.99%+14.0pp | 16.96%-17.0pp | -7.85%+7.9pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,704-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $724 | $2,866-74.7% | $3,814-81.0% | $4,028-82.0% |
| Admin fee / account holder | $63 | $3,104-98.0% | $3,228-98.1% | $5,403-98.8% |