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 | $27,386 | $150,447-81.8% | $136,298-79.9% | $147,586-81.4% |
| Participation rate | 46.2% | 84.4%-38.3pp | 81.9%-35.8pp | 82.8%-36.7pp |
| Annual return | 27.59% | 1049.15%-1021.6pp | 5156.27%-5128.7pp | 578.59%-551.0pp |
| Employer contribution / active EE | $800 | $5,256-84.8% | $4,696-83.0% | $4,876-83.6% |
| Participant deferral / active EE | $3,477 | $6,631-47.6% | $6,247-44.3% | $5,439-36.1% |
| Admin fee / account holder | $59 | $10,906-99.5% | $9,244-99.4% | $10,886-99.5% |