Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $23,458 | $52,353-55.2% | $120,225-80.5% | $82,448-71.5% |
| Participation rate | 37.0% | 58.3%-21.3pp | 69.6%-32.5pp | 68.1%-31.0pp |
| Annual return | 23.46% | 61.85%-38.4pp | 439.23%-415.8pp | 41.64%-18.2pp |
| Employer contribution / active EE | $9 | $1,510-99.4% | $3,475-99.8% | $2,551-99.7% |
| Participant deferral / active EE | $3,658 | $2,627+39.3% | $3,999-8.5% | $4,139-11.6% |
| Admin fee / account holder | $92 | $4,363-97.9% | $5,696-98.4% | $7,234-98.7% |