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 | $97,630 | $82,674+18.1% | $125,381-22.1% | $68,486+42.6% |
| Participation rate | 28.6% | 75.1%-46.5pp | 82.4%-53.8pp | 67.9%-39.3pp |
| Annual return | -14.20% | -5.97%-8.2pp | 572.31%-586.5pp | -7.85%-6.3pp |
| Employer contribution / active EE | $951 | $3,382-71.9% | $4,815-80.3% | $2,597-63.4% |
| Participant deferral / active EE | $2,317 | $6,111-62.1% | $7,448-68.9% | $4,028-42.5% |
| Admin fee / account holder | $8 | $6,277-99.9% | $10,007-99.9% | $5,404-99.9% |