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 | $90,807 | $91,525-0.8% | $130,026-30.2% | $75,181+20.8% |
| Participation rate | 38.6% | 71.4%-32.8pp | 78.5%-39.9pp | 67.2%-28.6pp |
| Annual return | 15.70% | -631.40%+647.1pp | -137.26%+153.0pp | 160.69%-145.0pp |
| Employer contribution / active EE | $711 | $2,844-75.0% | $4,321-83.6% | $2,671-73.4% |
| Participant deferral / active EE | $2,984 | $4,342-31.3% | $5,821-48.7% | $4,126-27.7% |
| Admin fee / account holder | $38 | $6,778-99.4% | $10,608-99.6% | $5,650-99.3% |