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 | $35,219 | $160,070-78.0% | $147,117-76.1% | $145,897-75.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.18% | 98.69%-84.5pp | 420.54%-406.4pp | 552.29%-538.1pp |
| Employer contribution / active EE | $61 | $5,285-98.9% | $4,932-98.8% | $4,663-98.7% |
| Participant deferral / active EE | $5,101 | $8,419-39.4% | $8,065-36.8% | $6,689-23.7% |
| Admin fee / account holder | $38 | $15,035-99.8% | $12,993-99.7% | $13,390-99.7% |