Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,525 | $82,674-66.7% | $125,381-78.0% | $68,486-59.8% |
| Participation rate | 58.3% | 75.1%-16.7pp | 82.4%-24.0pp | 67.9%-9.6pp |
| Annual return | 1369.56% | -5.97%+1375.5pp | 572.31%+797.2pp | -7.85%+1377.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,980 | $6,111+14.2% | $7,448-6.3% | $4,028+73.3% |
| Admin fee / account holder | $38 | $6,277-99.4% | $10,007-99.6% | $5,404-99.3% |