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 | $37,780 | $49,177-23.2% | $79,476-52.5% | $64,181-41.1% |
| Participation rate | 18.9% | 65.0%-46.1pp | 73.3%-54.4pp | 69.6%-50.7pp |
| Annual return | -1.10% | -1.16%+0.1pp | 718.21%-719.3pp | 7.63%-8.7pp |
| Employer contribution / active EE | $139 | $2,076-93.3% | $2,800-95.0% | $2,381-94.2% |
| Participant deferral / active EE | $880 | $2,821-68.8% | $3,704-76.2% | $3,470-74.6% |
| Admin fee / account holder | $132 | $3,839-96.6% | $5,113-97.4% | $4,887-97.3% |