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 | $47,515 | $52,678-9.8% | $75,784-37.3% | $59,633-20.3% |
| Participation rate | 53.8% | 67.2%-13.4pp | 75.8%-22.0pp | 68.7%-14.8pp |
| Annual return | -0.10% | 2.95%-3.1pp | 9.68%-9.8pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $340 | $2,193-84.5% | $3,323-89.8% | $2,203-84.5% |
| Participant deferral / active EE | $1,540 | $2,591-40.5% | $3,652-57.8% | $3,192-51.7% |
| Admin fee / account holder | $242 | $3,610-93.3% | $5,300-95.4% | $4,297-94.4% |