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 | $45,288 | $82,314-45.0% | $68,808-34.2% | $134,532-66.3% |
| Participation rate | 50.0% | 75.1%-25.1pp | 69.0%-19.0pp | 81.2%-31.2pp |
| Annual return | -17.68% | -2.18%-15.5pp | -6.37%-11.3pp | 418.27%-435.9pp |
| Employer contribution / active EE | $264 | $3,301-92.0% | $2,656-90.1% | $4,741-94.4% |
| Participant deferral / active EE | $1,054 | $4,740-77.8% | $3,942-73.3% | $6,401-83.5% |
| Admin fee / account holder | $16 | $6,484-99.8% | $4,936-99.7% | $11,429-99.9% |