Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $55,673 | $234,190-76.2% | $180,320-69.1% | $198,609-72.0% |
| Participation rate | 20.0% | 77.1%-57.1pp | 71.5%-51.5pp | 82.4%-62.4pp |
| Annual return | 18.73% | 1057.44%-1038.7pp | 778.54%-759.8pp | 202.70%-184.0pp |
| Employer contribution / active EE | $235 | $5,258-95.5% | $4,108-94.3% | $5,055-95.4% |
| Participant deferral / active EE | $967 | $4,988-80.6% | $4,304-77.5% | $6,977-86.1% |
| Admin fee / account holder | $20 | $12,558-99.8% | $10,000-99.8% | $19,030-99.9% |