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 | $29,183 | $175,259-83.3% | $149,723-80.5% | $139,487-79.1% |
| Participation rate | 44.4% | 83.4%-38.9pp | 78.8%-34.3pp | 80.3%-35.9pp |
| Annual return | 0.00% | 166.82%-166.8pp | 134.50%-134.5pp | 373.84%-373.8pp |
| Employer contribution / active EE | $355 | $5,478-93.5% | $4,821-92.6% | $4,755-92.5% |
| Participant deferral / active EE | $2,708 | $6,522-58.5% | $5,682-52.4% | $6,713-59.7% |
| Admin fee / account holder | $39 | $16,158-99.8% | $13,215-99.7% | $11,407-99.7% |