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 | $67,041 | $49,177+36.3% | $79,466-15.6% | $64,173+4.5% |
| Participation rate | 37.9% | 65.0%-27.1pp | 73.3%-35.4pp | 69.6%-31.6pp |
| Annual return | -5.47% | -1.16%-4.3pp | 718.28%-723.7pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,256 | $2,821-20.1% | $3,704-39.1% | $3,470-35.0% |
| Admin fee / account holder | $223 | $3,839-94.2% | $5,104-95.6% | $4,887-95.4% |