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 | $41,530 | $138,076-69.9% | $123,553-66.4% | $135,380-69.3% |
| Participation rate | 61.1% | 84.7%-23.6pp | 82.3%-21.2pp | 82.6%-21.5pp |
| Annual return | -5.65% | 153.70%-159.4pp | 119.21%-124.9pp | 519.81%-525.5pp |
| Employer contribution / active EE | $1,191 | $5,152-76.9% | $4,628-74.3% | $4,779-75.1% |
| Participant deferral / active EE | $1,191 | $6,800-82.5% | $6,426-81.5% | $5,609-78.8% |
| Admin fee / account holder | $165 | $10,917-98.5% | $9,284-98.2% | $10,828-98.5% |