Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $28,380 | $142,361-80.1% | $119,608-76.3% | $134,509-78.9% |
| Participation rate | 38.9% | 82.8%-43.9pp | 79.3%-40.4pp | 81.2%-42.3pp |
| Annual return | 0.19% | -12.46%+12.7pp | -14.98%+15.2pp | 418.13%-417.9pp |
| Employer contribution / active EE | $651 | $5,224-87.5% | $4,232-84.6% | $4,741-86.3% |
| Participant deferral / active EE | $2,497 | $6,468-61.4% | $5,601-55.4% | $6,400-61.0% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |