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 | $64,553 | $103,008-37.3% | $90,304-28.5% | $152,897-57.8% |
| Participation rate | 38.1% | 75.9%-37.8pp | 73.3%-35.2pp | 82.5%-44.4pp |
| Annual return | 22.92% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $59 | $3,139-98.1% | $2,855-97.9% | $4,764-98.8% |
| Participant deferral / active EE | $3,261 | $4,281-23.8% | $3,885-16.1% | $5,851-44.3% |
| Admin fee / account holder | $130 | $6,175-97.9% | $5,354-97.6% | $11,599-98.9% |