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 | $67,653 | $44,850+50.8% | $60,547+11.7% | $59,633+13.4% |
| Participation rate | 43.3% | 59.5%-16.1pp | 68.0%-24.6pp | 68.7%-25.3pp |
| Annual return | -1.00% | 1074.14%-1075.1pp | 335.64%-336.6pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $58 | $1,462-96.1% | $2,419-97.6% | $2,203-97.4% |
| Participant deferral / active EE | $1,158 | $2,230-48.0% | $3,328-65.2% | $3,192-63.7% |
| Admin fee / account holder | $208 | $3,635-94.3% | $4,536-95.4% | $4,297-95.2% |