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 | $20,308 | $73,518-72.4% | $63,003-67.8% | $147,585-86.2% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.8%-24.8pp | 82.8%-32.8pp |
| Annual return | 13.19% | 175.46%-162.3pp | 87.59%-74.4pp | 578.57%-565.4pp |
| Employer contribution / active EE | $193 | $3,322-94.2% | $2,760-93.0% | $4,876-96.1% |
| Participant deferral / active EE | $798 | $4,183-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $54 | $5,952-99.1% | $3,600-98.5% | $10,885-99.5% |