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 | $86,204 | $131,835-34.6% | $108,582-20.6% | $273,972-68.5% |
| Participation rate | 46.7% | 83.5%-36.8pp | 79.6%-32.9pp | 83.0%-36.3pp |
| Annual return | 9.43% | -91.57%+101.0pp | -51.70%+61.1pp | 41.46%-32.0pp |
| Employer contribution / active EE | $0 | $4,913-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,390 | $5,127-53.4% | $4,311-44.5% | $5,287-54.8% |
| Admin fee / account holder | $42 | $10,253-99.6% | $7,645-99.5% | $10,133-99.6% |