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 | $7,173 | $70,366-89.8% | $66,674-89.2% | $138,895-94.8% |
| Participation rate | 43.8% | 76.2%-32.4pp | 73.7%-29.9pp | 79.9%-36.2pp |
| Annual return | 38.39% | 386.41%-348.0pp | 321.24%-282.9pp | 145.39%-107.0pp |
| Employer contribution / active EE | $304 | $2,765-89.0% | $2,620-88.4% | $4,194-92.7% |
| Participant deferral / active EE | $1,785 | $4,374-59.2% | $4,084-56.3% | $6,396-72.1% |
| Admin fee / account holder | $40 | $5,262-99.2% | $5,098-99.2% | $12,562-99.7% |