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 | $22,403 | $78,672-71.5% | $109,163-79.5% | $85,856-73.9% |
| Participation rate | 10.6% | 68.3%-57.6pp | 75.9%-65.2pp | 69.3%-58.7pp |
| Annual return | 0.00% | 25.09%-25.1pp | 25.75%-25.8pp | 318.58%-318.6pp |
| Employer contribution / active EE | $36 | $2,734-98.7% | $3,723-99.0% | $2,565-98.6% |
| Participant deferral / active EE | $2,310 | $3,467-33.4% | $4,654-50.4% | $3,952-41.5% |
| Admin fee / account holder | $33 | $5,470-99.4% | $6,754-99.5% | $6,261-99.5% |