Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,904 | $48,235-75.3% | $68,803-82.7% | $68,490-82.6% |
| Participation rate | 10.0% | 60.7%-50.7pp | 69.0%-59.0pp | 67.9%-57.9pp |
| Annual return | 0.00% | -12.70%+12.7pp | -6.37%+6.4pp | -7.85%+7.9pp |
| Employer contribution / active EE | $1,156 | $1,829-36.8% | $2,656-56.5% | $2,597-55.5% |
| Participant deferral / active EE | $25 | $2,867-99.1% | $3,942-99.4% | $4,028-99.4% |
| Admin fee / account holder | $0 | $4,361-100.0% | $4,936-100.0% | $5,403-100.0% |