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 | $48,632 | $180,462-73.1% | $154,111-68.4% | $135,379-64.1% |
| Participation rate | 25.0% | 87.4%-62.4pp | 83.0%-58.0pp | 82.6%-57.6pp |
| Annual return | -5.66% | 888.17%-893.8pp | 735.18%-740.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $520 | $6,036-91.4% | $5,298-90.2% | $4,779-89.1% |
| Participant deferral / active EE | $2,823 | $5,806-51.4% | $5,081-44.4% | $5,609-49.7% |
| Admin fee / account holder | $31 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |