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 | $3,342 | $69,118-95.2% | $53,647-93.8% | $138,895-97.6% |
| Participation rate | 46.2% | 64.0%-17.8pp | 56.3%-10.1pp | 79.9%-33.8pp |
| Annual return | 26.07% | 248.26%-222.2pp | 358.33%-332.3pp | 145.39%-119.3pp |
| Employer contribution / active EE | $3 | $1,189-99.7% | $962-99.7% | $4,194-99.9% |
| Participant deferral / active EE | $644 | $2,274-71.7% | $1,813-64.5% | $6,396-89.9% |
| Admin fee / account holder | $0 | $2,724-100.0% | $2,460-100.0% | $12,562-100.0% |