Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $21,011 | $167,362-87.4% | $143,799-85.4% | $134,532-84.4% |
| Participation rate | 62.5% | 84.8%-22.3pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -10.54% | 0.47%-11.0pp | -0.04%-10.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $860 | $5,620-84.7% | $4,952-82.6% | $4,741-81.9% |
| Participant deferral / active EE | $4,021 | $6,447-37.6% | $5,638-28.7% | $6,401-37.2% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |