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 | $15,701 | $84,236-81.4% | $170,435-90.8% | $70,126-77.6% |
| Participation rate | 35.3% | 70.8%-35.5pp | 83.6%-48.3pp | 69.5%-34.2pp |
| Annual return | 23.91% | 23.06%+0.8pp | 205.94%-182.0pp | 73.15%-49.2pp |
| Employer contribution / active EE | $215 | $3,387-93.7% | $5,432-96.0% | $2,343-90.8% |
| Participant deferral / active EE | $1,587 | $3,086-48.6% | $4,939-67.9% | $3,332-52.4% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |