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 | $23,909 | $107,363-77.7% | $92,909-74.3% | $152,897-84.4% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 28.66% | 145.63%-117.0pp | 109.44%-80.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $623 | $4,222-85.2% | $3,653-82.9% | $4,764-86.9% |
| Participant deferral / active EE | $1,641 | $4,848-66.2% | $4,238-61.3% | $5,851-72.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |