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 | $34,218 | $59,107-42.1% | $86,439-60.4% | $68,495-50.0% |
| Participation rate | 18.5% | 75.2%-56.7pp | 80.3%-61.8pp | 67.9%-49.4pp |
| Annual return | -16.54% | -0.23%-16.3pp | 4395.55%-4412.1pp | -7.84%-8.7pp |
| Employer contribution / active EE | $615 | $2,519-75.6% | $3,769-83.7% | $2,596-76.3% |
| Participant deferral / active EE | $651 | $5,901-89.0% | $6,952-90.6% | $4,028-83.8% |
| Admin fee / account holder | $19 | $5,637-99.7% | $6,732-99.7% | $5,403-99.6% |