Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $39,973 | $114,093-65.0% | $96,171-58.4% | $167,536-76.1% |
| Participation rate | 30.0% | 75.1%-45.1pp | 68.4%-38.4pp | 82.1%-52.1pp |
| Annual return | 52.86% | 190.00%-137.1pp | 192.04%-139.2pp | 478.82%-426.0pp |
| Employer contribution / active EE | $286 | $3,429-91.7% | $2,799-89.8% | $4,839-94.1% |
| Participant deferral / active EE | $2,728 | $5,197-47.5% | $4,350-37.3% | $6,342-57.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,315-100.0% |