Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $27,750 | $160,040-82.7% | $147,096-81.1% | $145,877-81.0% |
| Participation rate | 38.5% | 84.0%-45.6pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 11.29% | 98.49%-87.2pp | 419.75%-408.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $271 | $5,289-94.9% | $4,936-94.5% | $4,663-94.2% |
| Participant deferral / active EE | $4,385 | $8,429-48.0% | $8,071-45.7% | $6,691-34.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |