Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $151,929 | $190,879-20.4% | $160,009-5.0% | $134,532+12.9% |
| Participation rate | 10.0% | 82.0%-72.0pp | 78.0%-68.0pp | 81.2%-71.2pp |
| Annual return | -15.32% | 552.63%-567.9pp | 408.85%-424.2pp | 418.27%-433.6pp |
| Employer contribution / active EE | $324 | $4,995-93.5% | $4,225-92.3% | $4,741-93.2% |
| Participant deferral / active EE | $2,700 | $6,924-61.0% | $6,183-56.3% | $6,401-57.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |