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 | $26,515 | $82,630-67.9% | $64,105-58.6% | $125,389-78.9% |
| Participation rate | 61.5% | 75.9%-14.3pp | 68.2%-6.6pp | 83.2%-21.7pp |
| Annual return | -0.77% | 1489.72%-1490.5pp | 791.24%-792.0pp | 282.24%-283.0pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,412 | $3,608-5.4% | $2,822+20.9% | $5,352-36.2% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |