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 | $67,067 | $150,447-55.4% | $136,298-50.8% | $147,586-54.6% |
| Participation rate | 29.4% | 84.4%-55.0pp | 81.9%-52.5pp | 82.8%-53.4pp |
| Annual return | 13.02% | 1049.15%-1036.1pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $681 | $5,256-87.0% | $4,696-85.5% | $4,876-86.0% |
| Participant deferral / active EE | $3,088 | $6,631-53.4% | $6,247-50.6% | $5,439-43.2% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |