Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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.
Employer 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 | $23,547 | $27,632-14.8% | $61,399-61.6% | $68,495-65.6% |
| Participation rate | 4.0% | 39.5%-35.5pp | 52.6%-48.6pp | 67.9%-63.9pp |
| Annual return | 0.00% | -13.24%+13.2pp | 338.81%-338.8pp | -7.84%+7.8pp |
| Employer contribution / active EE | $43 | $696-93.8% | $1,159-96.3% | $2,596-98.3% |
| Participant deferral / active EE | $903 | $1,264-28.5% | $2,124-57.5% | $4,028-77.6% |
| Admin fee / account holder | $0 | $2,010-100.0% | $2,131-100.0% | $5,403-100.0% |