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 | $39,373 | $63,924-38.4% | $108,582-63.7% | $55,167-28.6% |
| Participation rate | 30.4% | 74.3%-44.0pp | 79.6%-49.2pp | 69.0%-38.6pp |
| Annual return | 7.48% | 15.31%-7.8pp | -51.70%+59.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $587 | $1,879-68.7% | $3,758-84.4% | $1,963-70.1% |
| Participant deferral / active EE | $1,217 | $3,067-60.3% | $4,311-71.8% | $3,054-60.2% |
| Admin fee / account holder | $16 | $618-97.4% | $7,645-99.8% | $504-96.8% |