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 | $18,646 | $134,817-86.2% | $123,973-85.0% | $155,188-88.0% |
| Participation rate | 52.2% | 79.4%-27.2pp | 76.7%-24.5pp | 80.8%-28.6pp |
| Annual return | 20.13% | 515.49%-495.4pp | 388.13%-368.0pp | 148.84%-128.7pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,614 | $5,706-54.2% | $5,247-50.2% | $6,531-60.0% |
| Admin fee / account holder | $158 | $13,245-98.8% | $11,799-98.7% | $14,480-98.9% |