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 | $16,780 | $84,464-80.1% | $61,399-72.7% | $134,509-87.5% |
| Participation rate | 15.0% | 62.2%-47.2pp | 52.6%-37.6pp | 81.2%-66.2pp |
| Annual return | -18.28% | 585.06%-603.3pp | 338.81%-357.1pp | 418.13%-436.4pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,271 | $2,818-54.9% | $2,124-40.2% | $6,400-80.1% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,131-97.2% | $11,427-99.5% |