Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $21,518 | $100,147-78.5% | $81,286-73.5% | $145,877-85.2% |
| Participation rate | 41.2% | 74.2%-33.0pp | 69.5%-28.3pp | 80.3%-39.1pp |
| Annual return | 15.77% | 34.44%-18.7pp | 24.80%-9.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $251 | $2,977-91.6% | $2,463-89.8% | $4,663-94.6% |
| Participant deferral / active EE | $3,793 | $4,607-17.7% | $3,883-2.3% | $6,691-43.3% |
| Admin fee / account holder | $77 | $8,201-99.1% | $5,764-98.7% | $13,402-99.4% |