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 | $37,313 | $76,519-51.2% | $56,025-33.4% | $145,897-74.4% |
| Participation rate | 29.2% | 63.2%-34.1pp | 52.5%-23.3pp | 80.3%-51.1pp |
| Annual return | 11.14% | 3017.03%-3005.9pp | 1712.69%-1701.5pp | 552.29%-541.1pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,458 | $2,624-44.5% | $1,955-25.4% | $6,689-78.2% |
| Admin fee / account holder | $108 | $3,331-96.8% | $2,828-96.2% | $13,390-99.2% |