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 | $23,742 | $39,162-39.4% | $100,671-76.4% | $59,633-60.2% |
| Participation rate | 16.7% | 55.9%-39.2pp | 70.7%-54.0pp | 68.7%-52.0pp |
| Annual return | -1.53% | 21.07%-22.6pp | 20.43%-22.0pp | 2041.40%-2042.9pp |
| Employer contribution / active EE | $183 | $1,151-84.1% | $4,012-95.4% | $2,203-91.7% |
| Participant deferral / active EE | $305 | $1,992-84.7% | $3,144-90.3% | $3,192-90.4% |
| Admin fee / account holder | $175 | $2,969-94.1% | $4,850-96.4% | $4,297-95.9% |