Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $21,616 | $95,895-77.5% | $79,576-72.8% | $134,509-83.9% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -17.57% | -2.72%-14.8pp | 0.15%-17.7pp | 418.13%-435.7pp |
| Employer contribution / active EE | $335 | $3,128-89.3% | $2,413-86.1% | $4,741-92.9% |
| Participant deferral / active EE | $2,171 | $4,693-53.7% | $3,985-45.5% | $6,400-66.1% |
| Admin fee / account holder | $90 | $9,129-99.0% | $6,834-98.7% | $11,427-99.2% |