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 | $30,191 | $75,832-60.2% | $147,617-79.5% | $59,633-49.4% |
| Participation rate | 35.0% | 71.6%-36.6pp | 84.6%-49.6pp | 68.7%-33.7pp |
| Annual return | 1.30% | 0.37%+0.9pp | 61.98%-60.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $372 | $3,485-89.3% | $5,564-93.3% | $2,203-83.1% |
| Participant deferral / active EE | $551 | $3,131-82.4% | $4,895-88.7% | $3,192-82.7% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |