Sign up free to preview peer percentile detail
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 | $43,019 | $48,050-10.5% | $85,969-50.0% | $59,633-27.9% |
| Participation rate | 65.8% | 64.5%+1.3pp | 76.5%-10.7pp | 68.7%-2.9pp |
| Annual return | -0.98% | 0.29%-1.3pp | 9.32%-10.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $0 | $1,640-100.0% | $3,474-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,961 | $2,249+165.0% | $3,829+55.7% | $3,192+86.8% |
| Admin fee / account holder | $0 | $3,206-100.0% | $6,053-100.0% | $4,297-100.0% |