Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $89,808 | $102,382-12.3% | $147,005-38.9% | $80,874+11.0% |
| Participation rate | 51.3% | 75.8%-24.6pp | 82.2%-30.9pp | 67.6%-16.4pp |
| Annual return | 21.16% | 134.89%-113.7pp | 418.76%-397.6pp | 35.62%-14.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,971 | $6,646+4.9% | $8,070-13.6% | $4,297+62.2% |
| Admin fee / account holder | $156 | $7,942-98.0% | $13,006-98.8% | $6,935-97.8% |