Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $44,076 | $97,881-55.0% | $80,004-44.9% | $125,389-64.8% |
| Participation rate | 31.3% | 77.9%-46.6pp | 73.0%-41.8pp | 83.2%-51.9pp |
| Annual return | -0.05% | 9.36%-9.4pp | 7.63%-7.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,473-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,715 | $3,744-54.2% | $3,204-46.5% | $5,352-68.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |