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 | $55,224 | $82,028-32.7% | $123,105-55.1% | $59,633-7.4% |
| Participation rate | 44.4% | 83.2%-38.8pp | 86.8%-42.3pp | 68.7%-24.2pp |
| Annual return | -1.50% | 5.12%-6.6pp | 13.22%-14.7pp | 2041.45%-2043.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $5,151-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,633 | $4,667-65.0% | $6,229-73.8% | $3,192-48.9% |
| Admin fee / account holder | $22 | $5,879-99.6% | $9,014-99.8% | $4,297-99.5% |