Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $24,790 | $73,839-66.4% | $143,788-82.8% | $68,495-63.8% |
| Participation rate | 25.5% | 66.7%-41.2pp | 80.3%-54.8pp | 67.9%-42.4pp |
| Annual return | -15.36% | 1.01%-16.4pp | -0.03%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $332 | $3,184-89.6% | $4,952-93.3% | $2,596-87.2% |
| Participant deferral / active EE | $1,178 | $3,384-65.2% | $5,638-79.1% | $4,028-70.7% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |