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 | $37,912 | $75,832-50.0% | $147,617-74.3% | $59,633-36.4% |
| Participation rate | 60.7% | 71.6%-10.8pp | 84.6%-23.9pp | 68.7%-8.0pp |
| Annual return | 0.19% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $257 | $3,485-92.6% | $5,564-95.4% | $2,203-88.3% |
| Participant deferral / active EE | $1,708 | $3,131-45.4% | $4,895-65.1% | $3,192-46.5% |
| Admin fee / account holder | $76 | $5,986-98.7% | $11,612-99.3% | $4,297-98.2% |