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 | $49,340 | $77,816-36.6% | $123,552-60.1% | $64,173-23.1% |
| Participation rate | 17.9% | 74.7%-56.8pp | 82.3%-64.3pp | 69.6%-51.6pp |
| Annual return | -4.97% | 12.49%-17.5pp | 119.20%-124.2pp | 7.63%-12.6pp |
| Employer contribution / active EE | $593 | $3,014-80.3% | $4,628-87.2% | $2,381-75.1% |
| Participant deferral / active EE | $1,073 | $5,240-79.5% | $6,426-83.3% | $3,470-69.1% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |