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 | $17,331 | $84,713-79.5% | $75,717-77.1% | $167,518-89.7% |
| Participation rate | 68.8% | 77.8%-9.1pp | 74.8%-6.1pp | 82.1%-13.4pp |
| Annual return | 24.22% | 199.49%-175.3pp | 104.58%-80.4pp | 478.71%-454.5pp |
| Employer contribution / active EE | $0 | $3,229-100.0% | $2,743-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,066 | $4,578-11.2% | $3,821+6.4% | $6,342-35.9% |
| Admin fee / account holder | $0 | $5,357-100.0% | $3,619-100.0% | $12,312-100.0% |