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 | $156,761 | $91,537+71.3% | $130,045+20.5% | $75,173+108.5% |
| Participation rate | 42.9% | 71.5%-28.6pp | 78.5%-35.6pp | 67.2%-24.3pp |
| Annual return | 26.11% | -631.55%+657.7pp | -137.30%+163.4pp | 160.72%-134.6pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,186 | $4,343-3.6% | $5,820-28.1% | $4,126+1.5% |
| Admin fee / account holder | $7 | $6,780-99.9% | $10,600-99.9% | $5,651-99.9% |