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 | $29,892 | $76,407-60.9% | $150,298-80.1% | $82,448-63.7% |
| Participation rate | 27.3% | 66.4%-39.1pp | 77.8%-50.5pp | 68.1%-40.8pp |
| Annual return | 18.58% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $211 | $2,614-91.9% | $4,154-94.9% | $2,551-91.7% |
| Participant deferral / active EE | $1,698 | $3,214-47.2% | $5,453-68.9% | $4,139-59.0% |
| Admin fee / account holder | $145 | $6,352-97.7% | $14,116-99.0% | $7,234-98.0% |