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 | $50,429 | $82,674-39.0% | $125,381-59.8% | $68,486-26.4% |
| Participation rate | 48.1% | 75.1%-26.9pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | -15.30% | -5.97%-9.3pp | 572.31%-587.6pp | -7.85%-7.4pp |
| Employer contribution / active EE | $1,001 | $3,382-70.4% | $4,815-79.2% | $2,597-61.5% |
| Participant deferral / active EE | $1,995 | $6,111-67.4% | $7,448-73.2% | $4,028-50.5% |
| Admin fee / account holder | $268 | $6,277-95.7% | $10,007-97.3% | $5,404-95.0% |