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 | $29,511 | $75,832-61.1% | $147,617-80.0% | $59,633-50.5% |
| Participation rate | 36.7% | 71.6%-34.9pp | 84.6%-47.9pp | 68.7%-32.0pp |
| Annual return | -1.68% | 0.37%-2.0pp | 61.98%-63.7pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $365 | $3,485-89.5% | $5,564-93.4% | $2,203-83.4% |
| Participant deferral / active EE | $770 | $3,131-75.4% | $4,895-84.3% | $3,192-75.9% |
| Admin fee / account holder | $128 | $5,986-97.9% | $11,612-98.9% | $4,297-97.0% |