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 | $7,612 | $100,139-92.4% | $85,187-91.1% | $145,884-94.8% |
| Participation rate | 39.1% | 74.1%-35.0pp | 67.5%-28.4pp | 80.3%-41.2pp |
| Annual return | 11.75% | 84.15%-72.4pp | 66.67%-54.9pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,786 | $5,296-47.4% | $4,525-38.4% | $6,690-58.4% |
| Admin fee / account holder | $228 | $7,262-96.9% | $6,162-96.3% | $13,392-98.3% |