Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $26,715 | $82,674-67.7% | $125,381-78.7% | $68,486-61.0% |
| Participation rate | 61.0% | 75.1%-14.1pp | 82.4%-21.4pp | 67.9%-6.9pp |
| Annual return | -15.95% | -5.97%-10.0pp | 572.31%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,104 | $6,111-16.5% | $7,448-31.5% | $4,028+26.7% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |