Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,058 | $81,696-80.3% | $70,494-77.2% | $158,982-89.9% |
| Participation rate | 58.3% | 77.7%-19.4pp | 75.1%-16.7pp | 82.0%-23.6pp |
| Annual return | 5.41% | 208.70%-203.3pp | 109.16%-103.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,738-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,742 | $4,558-61.8% | $3,711-53.1% | $5,983-70.9% |
| Admin fee / account holder | $10 | $6,200-99.8% | $3,848-99.7% | $11,252-99.9% |