Filed July 18, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $19,898 | $81,358-75.5% | $155,556-87.2% | $80,959-75.4% |
| Participation rate | 17.6% | 66.3%-48.6pp | 78.2%-60.6pp | 67.7%-50.0pp |
| Annual return | 11.57% | 33.39%-21.8pp | 64.84%-53.3pp | 35.67%-24.1pp |
| Employer contribution / active EE | $222 | $3,106-92.9% | $4,675-95.3% | $2,757-92.0% |
| Participant deferral / active EE | $1,017 | $3,455-70.6% | $5,631-81.9% | $4,300-76.4% |
| Admin fee / account holder | $229 | $7,994-97.1% | $15,885-98.6% | $6,925-96.7% |