Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $9,526 | $23,330-59.2% | $64,489-85.2% | $82,448-88.4% |
| Participation rate | 69.2% | 68.3%+0.9pp | 67.7%+1.5pp | 68.1%+1.2pp |
| Annual return | 21.35% | 83.66%-62.3pp | 55.03%-33.7pp | 41.64%-20.3pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,537 | $1,707+107.2% | $2,778+27.3% | $4,139-14.5% |
| Admin fee / account holder | $232 | $2,946-92.1% | $4,260-94.6% | $7,234-96.8% |