Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $33,017 | $82,678-60.1% | $125,391-73.7% | $68,490-51.8% |
| Participation rate | 15.4% | 75.1%-59.7pp | 82.4%-67.0pp | 67.9%-52.5pp |
| Annual return | -18.02% | -5.97%-12.0pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $902 | $3,382-73.3% | $4,816-81.3% | $2,597-65.3% |
| Participant deferral / active EE | $2,524 | $6,111-58.7% | $7,448-66.1% | $4,028-37.3% |
| Admin fee / account holder | $116 | $6,277-98.2% | $10,009-98.8% | $5,403-97.9% |