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 | $26,141 | $75,832-65.5% | $147,617-82.3% | $59,633-56.2% |
| Participation rate | 19.2% | 71.6%-52.3pp | 84.6%-65.4pp | 68.7%-49.4pp |
| Annual return | -0.80% | 0.37%-1.2pp | 61.98%-62.8pp | 2041.45%-2042.3pp |
| Employer contribution / active EE | $8 | $3,485-99.8% | $5,564-99.9% | $2,203-99.6% |
| Participant deferral / active EE | $2,062 | $3,131-34.1% | $4,895-57.9% | $3,192-35.4% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |