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 | $17,668 | $99,345-82.2% | $84,753-79.2% | $273,972-93.6% |
| Participation rate | 12.5% | 80.7%-68.2pp | 76.6%-64.1pp | 83.0%-70.5pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $329 | $4,214-92.2% | $3,574-90.8% | $4,869-93.2% |
| Participant deferral / active EE | $1,861 | $4,270-56.4% | $3,712-49.9% | $5,287-64.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |