Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,130 | $169,356-91.7% | $129,406-89.1% | $145,897-90.3% |
| Participation rate | 21.7% | 76.5%-54.8pp | 69.6%-47.9pp | 80.3%-58.6pp |
| Annual return | 11.18% | 14418.62%-14407.4pp | 9468.18%-9457.0pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,155-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $723 | $4,987-85.5% | $4,167-82.6% | $6,689-89.2% |
| Admin fee / account holder | $48 | $9,915-99.5% | $7,689-99.4% | $13,390-99.6% |