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 | $43,848 | $93,589-53.1% | $135,942-67.7% | $75,181-41.7% |
| Participation rate | 52.8% | 75.2%-22.4pp | 81.9%-29.1pp | 67.2%-14.4pp |
| Annual return | 0.00% | 30.90%-30.9pp | 68.28%-68.3pp | 160.69%-160.7pp |
| Employer contribution / active EE | $504 | $3,537-85.8% | $4,858-89.6% | $2,671-81.1% |
| Participant deferral / active EE | $3,883 | $6,405-39.4% | $7,759-50.0% | $4,126-5.9% |
| Admin fee / account holder | $92 | $6,977-98.7% | $10,764-99.1% | $5,650-98.4% |