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.
Employer 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 | $57,952 | $131,835-56.0% | $108,582-46.6% | $273,972-78.8% |
| Participation rate | 50.0% | 83.5%-33.5pp | 79.6%-29.6pp | 83.0%-33.0pp |
| Annual return | 2.52% | -91.57%+94.1pp | -51.70%+54.2pp | 41.46%-38.9pp |
| Employer contribution / active EE | $329 | $4,913-93.3% | $3,758-91.2% | $4,869-93.2% |
| Participant deferral / active EE | $3,091 | $5,127-39.7% | $4,311-28.3% | $5,287-41.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |