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 | $36,983 | $114,093-67.6% | $96,171-61.5% | $167,536-77.9% |
| Participation rate | 35.7% | 75.1%-39.3pp | 68.4%-32.7pp | 82.1%-46.4pp |
| Annual return | 20.61% | 190.00%-169.4pp | 192.04%-171.4pp | 478.82%-458.2pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,985 | $5,197-61.8% | $4,350-54.4% | $6,342-68.7% |
| Admin fee / account holder | $17 | $6,899-99.8% | $5,538-99.7% | $12,315-99.9% |