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 | $25,534 | $49,280-48.2% | $67,313-62.1% | $64,173-60.2% |
| Participation rate | 24.2% | 60.8%-36.5pp | 69.1%-44.8pp | 69.6%-45.3pp |
| Annual return | -4.71% | -1.39%-3.3pp | -4.08%-0.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $533 | $1,668-68.1% | $2,566-79.2% | $2,381-77.6% |
| Participant deferral / active EE | $722 | $2,484-71.0% | $3,568-79.8% | $3,470-79.2% |
| Admin fee / account holder | $28 | $3,863-99.3% | $4,507-99.4% | $4,887-99.4% |