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 | $57,825 | $131,835-56.1% | $108,582-46.7% | $273,972-78.9% |
| Participation rate | 16.7% | 83.5%-66.8pp | 79.6%-62.9pp | 83.0%-66.3pp |
| Annual return | 8.16% | -91.57%+99.7pp | -51.70%+59.9pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,250 | $4,913-74.6% | $3,758-66.7% | $4,869-74.3% |
| Participant deferral / active EE | $1,250 | $5,127-75.6% | $4,311-71.0% | $5,287-76.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |