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 | $57,723 | $67,352-14.3% | $60,899-5.2% | $134,509-57.1% |
| Participation rate | 28.6% | 76.2%-47.6pp | 73.1%-44.5pp | 81.2%-52.7pp |
| Annual return | -14.93% | 49.99%-64.9pp | 16.92%-31.9pp | 418.13%-433.1pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,373 | $4,539-69.7% | $3,817-64.0% | $6,400-78.5% |
| Admin fee / account holder | $278 | $4,585-93.9% | $3,225-91.4% | $11,427-97.6% |