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 | $20,372 | $42,917-52.5% | $60,899-66.5% | $68,495-70.3% |
| Participation rate | 33.3% | 66.8%-33.4pp | 73.1%-39.8pp | 67.9%-34.6pp |
| Annual return | -16.24% | -13.99%-2.3pp | 16.92%-33.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $150 | $1,979-92.4% | $2,702-94.5% | $2,596-94.2% |
| Participant deferral / active EE | $1,979 | $2,867-31.0% | $3,817-48.2% | $4,028-50.9% |
| Admin fee / account holder | $7 | $3,102-99.8% | $3,225-99.8% | $5,403-99.9% |