Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $46,953 | $43,730+7.4% | $121,208-61.3% | $64,181-26.8% |
| Participation rate | 32.4% | 58.3%-26.0pp | 71.8%-39.4pp | 69.6%-37.2pp |
| Annual return | -5.76% | 68.94%-74.7pp | 16.93%-22.7pp | 7.63%-13.4pp |
| Employer contribution / active EE | $62 | $1,297-95.2% | $4,023-98.5% | $2,381-97.4% |
| Participant deferral / active EE | $1,978 | $2,281-13.3% | $3,345-40.9% | $3,470-43.0% |
| Admin fee / account holder | $0 | $3,502-100.0% | $5,020-100.0% | $4,887-100.0% |