Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $11,581 | $72,396-84.0% | $67,511-82.8% | $145,959-92.1% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 15.16% | 7194.07%-7178.9pp | 3517.41%-3502.2pp | 561.95%-546.8pp |
| Employer contribution / active EE | $126 | $3,071-95.9% | $2,733-95.4% | $4,661-97.3% |
| Participant deferral / active EE | $1,207 | $4,781-74.8% | $4,000-69.8% | $6,689-81.9% |
| Admin fee / account holder | $44 | $5,538-99.2% | $3,999-98.9% | $13,398-99.7% |