Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,166 | $32,037+31.6% | $69,182-39.1% | $62,881-32.9% |
| Participation rate | 8.7% | 43.4%-34.7pp | 55.1%-46.4pp | 69.3%-60.6pp |
| Annual return | 0.00% | 15.16%-15.2pp | -21.93%+21.9pp | 20.14%-20.1pp |
| Employer contribution / active EE | $65 | $679-90.5% | $1,206-94.7% | $2,281-97.2% |
| Participant deferral / active EE | $313 | $1,185-73.6% | $1,897-83.5% | $3,203-90.2% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |