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 | $109,492 | $138,076-20.7% | $123,553-11.4% | $135,380-19.1% |
| Participation rate | 23.5% | 84.7%-61.2pp | 82.3%-58.8pp | 82.6%-59.1pp |
| Annual return | -5.22% | 153.70%-158.9pp | 119.21%-124.4pp | 519.81%-525.0pp |
| Employer contribution / active EE | $541 | $5,152-89.5% | $4,628-88.3% | $4,779-88.7% |
| Participant deferral / active EE | $3,042 | $6,800-55.3% | $6,426-52.7% | $5,609-45.8% |
| Admin fee / account holder | $274 | $10,917-97.5% | $9,284-97.0% | $10,828-97.5% |