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 | $38,462 | $58,258-34.0% | $81,820-53.0% | $80,925-52.5% |
| Participation rate | 24.3% | 63.5%-39.1pp | 72.4%-48.1pp | 67.7%-43.3pp |
| Annual return | 23.36% | 41.76%-18.4pp | 777.93%-754.6pp | 35.65%-12.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,483 | $3,284-24.4% | $4,323-42.6% | $4,299-42.2% |
| Admin fee / account holder | $5 | $4,976-99.9% | $7,391-99.9% | $6,940-99.9% |