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 | $10,135 | $27,936-63.7% | $58,561-82.7% | $75,173-86.5% |
| Participation rate | 17.9% | 38.8%-20.9pp | 50.9%-32.9pp | 67.2%-49.3pp |
| Annual return | 32.89% | 44.21%-11.3pp | 4251.33%-4218.4pp | 160.72%-127.8pp |
| Employer contribution / active EE | $76 | $670-88.6% | $1,053-92.8% | $2,671-97.1% |
| Participant deferral / active EE | $960 | $1,202-20.1% | $1,923-50.1% | $4,126-76.7% |
| Admin fee / account holder | $51 | $1,727-97.0% | $2,520-98.0% | $5,651-99.1% |