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 | $44,724 | $69,118-35.3% | $53,647-16.6% | $138,895-67.8% |
| Participation rate | 44.4% | 64.0%-19.5pp | 56.3%-11.8pp | 79.9%-35.5pp |
| Annual return | 12.57% | 248.26%-235.7pp | 358.33%-345.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,485 | $2,274-34.7% | $1,813-18.1% | $6,396-76.8% |
| Admin fee / account holder | $272 | $2,724-90.0% | $2,460-88.9% | $12,562-97.8% |