Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $9,002 | $47,479-81.0% | $62,929-85.7% | $82,448-89.1% |
| Participation rate | 47.4% | 66.9%-19.4pp | 73.1%-25.7pp | 68.1%-20.6pp |
| Annual return | 17.37% | 20.34%-3.0pp | 1063.93%-1046.6pp | 41.64%-24.3pp |
| Employer contribution / active EE | $108 | $1,885-94.3% | $2,505-95.7% | $2,551-95.8% |
| Participant deferral / active EE | $1,125 | $2,870-60.8% | $3,888-71.1% | $4,139-72.8% |
| Admin fee / account holder | $238 | $3,804-93.7% | $5,065-95.3% | $7,234-96.7% |