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 | $4,099 | $29,319-86.0% | $52,425-92.2% | $82,448-95.0% |
| Participation rate | 38.2% | 46.9%-8.6pp | 55.6%-17.4pp | 68.1%-29.8pp |
| Annual return | 22.71% | 535.20%-512.5pp | 302.12%-279.4pp | 41.64%-18.9pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $835 | $1,171-28.7% | $1,790-53.4% | $4,139-79.8% |
| Admin fee / account holder | $115 | $1,962-94.1% | $2,495-95.4% | $7,234-98.4% |