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 | $24,111 | $42,383-43.1% | $76,518-68.5% | $64,173-62.4% |
| Participation rate | 25.0% | 58.1%-33.1pp | 68.0%-43.0pp | 69.6%-44.6pp |
| Annual return | -6.20% | -16.54%+10.3pp | -0.27%-5.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $141 | $1,563-91.0% | $2,647-94.7% | $2,381-94.1% |
| Participant deferral / active EE | $938 | $2,566-63.4% | $3,836-75.5% | $3,470-73.0% |
| Admin fee / account holder | $158 | $3,198-95.1% | $4,849-96.7% | $4,887-96.8% |