Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $23,196 | $50,947-54.5% | $74,551-68.9% | $64,173-63.9% |
| Participation rate | 22.9% | 61.1%-38.2pp | 69.1%-46.3pp | 69.6%-46.7pp |
| Annual return | -5.79% | -1.85%-3.9pp | 32.53%-38.3pp | 7.63%-13.4pp |
| Employer contribution / active EE | $262 | $1,115-76.5% | $1,961-86.7% | $2,381-89.0% |
| Participant deferral / active EE | $980 | $2,302-57.4% | $3,108-68.5% | $3,470-71.7% |
| Admin fee / account holder | $111 | $4,221-97.4% | $5,059-97.8% | $4,887-97.7% |