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 | $77,455 | $32,117+141.2% | $71,086+9.0% | $64,173+20.7% |
| Participation rate | 11.1% | 42.7%-31.6pp | 54.7%-43.5pp | 69.6%-58.5pp |
| Annual return | -1.01% | -5.57%+4.6pp | 650.59%-651.6pp | 7.63%-8.6pp |
| Employer contribution / active EE | $107 | $712-85.0% | $1,088-90.2% | $2,381-95.5% |
| Participant deferral / active EE | $113 | $1,263-91.0% | $1,874-94.0% | $3,470-96.7% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |