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 | $118,128 | $131,835-10.4% | $108,582+8.8% | $273,972-56.9% |
| Participation rate | 30.8% | 83.5%-52.7pp | 79.6%-48.8pp | 83.0%-52.2pp |
| Annual return | 5.74% | -91.57%+97.3pp | -51.70%+57.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $644 | $4,913-86.9% | $3,758-82.9% | $4,869-86.8% |
| Participant deferral / active EE | $1,952 | $5,127-61.9% | $4,311-54.7% | $5,287-63.1% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |