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 | $116,833 | $81,870+42.7% | $119,622-2.3% | $68,486+70.6% |
| Participation rate | 33.3% | 71.9%-38.6pp | 79.3%-45.9pp | 67.9%-34.6pp |
| Annual return | -16.85% | -23.82%+7.0pp | -14.98%-1.9pp | -7.85%-9.0pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,540 | $4,148-62.9% | $5,601-72.5% | $4,028-61.8% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,328-100.0% | $5,404-100.0% |