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 | $21,636 | $57,352-62.3% | $83,830-74.2% | $64,173-66.3% |
| Participation rate | 48.0% | 68.6%-20.6pp | 76.1%-28.1pp | 69.6%-21.6pp |
| Annual return | -5.61% | 11.38%-17.0pp | 850.97%-856.6pp | 7.63%-13.2pp |
| Employer contribution / active EE | $212 | $2,546-91.7% | $3,631-94.2% | $2,381-91.1% |
| Participant deferral / active EE | $2,058 | $2,993-31.2% | $4,082-49.6% | $3,470-40.7% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,479-99.8% | $4,887-99.8% |