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 | $47,178 | $69,252-31.9% | $64,099-26.4% | $139,456-66.2% |
| Participation rate | 26.3% | 75.6%-49.3pp | 72.3%-46.0pp | 80.3%-54.0pp |
| Annual return | 13.46% | 45.89%-32.4pp | 33.70%-20.2pp | 373.45%-360.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $2,748-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,691 | $4,683-42.5% | $3,881-30.7% | $6,711-59.9% |
| Admin fee / account holder | $117 | $4,248-97.2% | $3,070-96.2% | $11,407-99.0% |