Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $14,036 | $58,275-75.9% | $81,844-82.8% | $80,935-82.7% |
| Participation rate | 52.8% | 63.5%-10.7pp | 72.4%-19.6pp | 67.7%-14.9pp |
| Annual return | 14.22% | 41.82%-27.6pp | 778.87%-764.7pp | 35.66%-21.4pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,693 | $3,285-48.5% | $4,323-60.8% | $4,299-60.6% |
| Admin fee / account holder | $164 | $4,749-96.6% | $7,355-97.8% | $6,924-97.6% |