Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $9,251 | $104,106-91.1% | $71,086-87.0% | $135,382-93.2% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.7%-21.3pp | 82.6%-49.3pp |
| Annual return | 0.00% | 1256.30%-1256.3pp | 650.59%-650.6pp | 519.77%-519.8pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,083 | $2,527+22.0% | $1,874+64.5% | $5,609-45.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |