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 | $138,508 | $92,219+50.2% | $76,767+80.4% | $135,380+2.3% |
| Participation rate | 27.3% | 79.8%-52.5pp | 77.0%-49.7pp | 82.6%-55.4pp |
| Annual return | -7.12% | 5.46%-12.6pp | 2.43%-9.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $497 | $3,216-84.5% | $2,485-80.0% | $4,779-89.6% |
| Participant deferral / active EE | $2,631 | $4,508-41.6% | $3,852-31.7% | $5,609-53.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |