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 | $5,651 | $30,423-81.4% | $56,025-89.9% | $74,478-92.4% |
| Participation rate | 12.7% | 32.9%-20.2pp | 52.5%-39.8pp | 67.2%-54.5pp |
| Annual return | 11.92% | 24.97%-13.0pp | 1712.69%-1700.8pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $327 | $1,176-72.2% | $1,955-83.3% | $4,350-92.5% |
| Admin fee / account holder | $54 | $2,363-97.7% | $2,828-98.1% | $1,946-97.2% |