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 | $46,859 | $84,236-44.4% | $170,435-72.5% | $70,126-33.2% |
| Participation rate | 21.9% | 70.8%-49.0pp | 83.6%-61.7pp | 69.5%-47.7pp |
| Annual return | 0.00% | 23.06%-23.1pp | 205.94%-205.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,435 | $3,086-53.5% | $4,939-70.9% | $3,332-56.9% |
| Admin fee / account holder | $272 | $5,698-95.2% | $13,881-98.0% | $4,645-94.2% |