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 | $36,842 | $52,678-30.1% | $75,784-51.4% | $59,633-38.2% |
| Participation rate | 39.5% | 67.2%-27.8pp | 75.8%-36.3pp | 68.7%-29.2pp |
| Annual return | 0.47% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $516 | $2,193-76.5% | $3,323-84.5% | $2,203-76.6% |
| Participant deferral / active EE | $839 | $2,591-67.6% | $3,652-77.0% | $3,192-73.7% |
| Admin fee / account holder | $5 | $3,610-99.9% | $5,300-99.9% | $4,297-99.9% |