Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,596 | $124,187-81.0% | $108,410-78.2% | $167,518-85.9% |
| Participation rate | 62.5% | 82.3%-19.8pp | 80.1%-17.6pp | 82.1%-19.6pp |
| Annual return | 29.73% | 1379.80%-1350.1pp | 905.34%-875.6pp | 478.71%-449.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $10,461 | $6,908+51.4% | $6,562+59.4% | $6,342+64.9% |
| Admin fee / account holder | $81 | $9,456-99.1% | $7,296-98.9% | $12,312-99.3% |