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 | $41,033 | $57,352-28.5% | $83,831-51.1% | $64,173-36.1% |
| Participation rate | 40.6% | 68.6%-28.0pp | 76.1%-35.5pp | 69.6%-28.9pp |
| Annual return | -7.52% | 11.38%-18.9pp | 850.99%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $783 | $2,546-69.2% | $3,631-78.4% | $2,381-67.1% |
| Participant deferral / active EE | $1,105 | $2,993-63.1% | $4,082-72.9% | $3,470-68.1% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |