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 | $10,760 | $93,098-88.4% | $77,081-86.0% | $134,509-92.0% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.2pp | 81.2%-14.6pp |
| Annual return | -9.96% | 62.63%-72.6pp | 42.33%-52.3pp | 418.13%-428.1pp |
| Employer contribution / active EE | $267 | $3,419-92.2% | $2,813-90.5% | $4,741-94.4% |
| Participant deferral / active EE | $1,170 | $5,239-77.7% | $4,428-73.6% | $6,400-81.7% |
| Admin fee / account holder | $44 | $6,945-99.4% | $5,427-99.2% | $11,427-99.6% |