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 | $47,550 | $44,850+6.0% | $60,547-21.5% | $59,633-20.3% |
| Participation rate | 22.1% | 59.5%-37.4pp | 68.0%-45.9pp | 68.7%-46.6pp |
| Annual return | -2.00% | 1074.14%-1076.1pp | 335.64%-337.6pp | 2041.40%-2043.4pp |
| Employer contribution / active EE | $39 | $1,462-97.3% | $2,419-98.4% | $2,203-98.2% |
| Participant deferral / active EE | $827 | $2,230-62.9% | $3,328-75.1% | $3,192-74.1% |
| Admin fee / account holder | $124 | $3,635-96.6% | $4,536-97.3% | $4,297-97.1% |