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 | $66,189 | $39,798+66.3% | $67,704-2.2% | $59,633+11.0% |
| Participation rate | 38.9% | 57.4%-18.5pp | 67.5%-28.6pp | 68.7%-29.8pp |
| Annual return | -1.69% | 89.94%-91.6pp | 25.41%-27.1pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,012 | $2,335-13.8% | $3,585-43.9% | $3,192-37.0% |
| Admin fee / account holder | $37 | $3,212-98.9% | $4,255-99.1% | $4,297-99.2% |