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 | $231,815 | $138,075+67.9% | $123,552+87.6% | $135,379+71.2% |
| Participation rate | 25.0% | 84.7%-59.7pp | 82.3%-57.3pp | 82.6%-57.6pp |
| Annual return | -8.85% | 153.70%-162.6pp | 119.20%-128.1pp | 519.79%-528.6pp |
| Employer contribution / active EE | $439 | $5,152-91.5% | $4,628-90.5% | $4,779-90.8% |
| Participant deferral / active EE | $6,125 | $6,800-9.9% | $6,426-4.7% | $5,609+9.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |