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 | $47,927 | $107,353-55.4% | $92,903-48.4% | $152,885-68.7% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.5%-37.0pp |
| Annual return | 18.31% | 145.62%-127.3pp | 109.43%-91.1pp | 345.39%-327.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,122 | $4,848-56.2% | $4,238-49.9% | $5,851-63.7% |
| Admin fee / account holder | $144 | $7,081-98.0% | $5,795-97.5% | $11,598-98.8% |