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 | $70,840 | $77,817-9.0% | $123,553-42.7% | $64,173+10.4% |
| Participation rate | 29.4% | 74.7%-45.3pp | 82.3%-52.9pp | 69.6%-40.2pp |
| Annual return | -7.68% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $681 | $3,014-77.4% | $4,628-85.3% | $2,381-71.4% |
| Participant deferral / active EE | $1,691 | $5,240-67.7% | $6,426-73.7% | $3,470-51.3% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |