Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,810 | $142,361-64.3% | $119,608-57.5% | $134,509-62.2% |
| Participation rate | 14.3% | 82.8%-68.5pp | 79.3%-65.0pp | 81.2%-66.9pp |
| Annual return | -18.25% | -12.46%-5.8pp | -14.98%-3.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $566 | $5,224-89.2% | $4,232-86.6% | $4,741-88.1% |
| Participant deferral / active EE | $2,754 | $6,468-57.4% | $5,601-50.8% | $6,400-57.0% |
| Admin fee / account holder | $203 | $13,588-98.5% | $10,326-98.0% | $11,427-98.2% |