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 | $30,398 | $77,816-60.9% | $123,552-75.4% | $64,173-52.6% |
| Participation rate | 51.6% | 74.7%-23.1pp | 82.3%-30.7pp | 69.6%-18.0pp |
| Annual return | -7.37% | 12.49%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,062 | $5,240-60.7% | $6,426-67.9% | $3,470-40.6% |
| Admin fee / account holder | $80 | $5,519-98.6% | $9,285-99.1% | $4,887-98.4% |