Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $47,391 | $102,422-53.7% | $147,117-67.8% | $80,959-41.5% |
| Participation rate | 10.7% | 75.9%-65.2pp | 82.2%-71.5pp | 67.7%-57.0pp |
| Annual return | 19.41% | 135.16%-115.7pp | 420.54%-401.1pp | 35.67%-16.3pp |
| Employer contribution / active EE | $431 | $3,717-88.4% | $4,932-91.3% | $2,757-84.4% |
| Participant deferral / active EE | $3,041 | $6,652-54.3% | $8,065-62.3% | $4,300-29.3% |
| Admin fee / account holder | $123 | $7,953-98.5% | $12,993-99.1% | $6,925-98.2% |