Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $79,073 | $100,938-21.7% | $90,461-12.6% | $158,982-50.3% |
| Participation rate | 38.9% | 75.0%-36.1pp | 72.7%-33.8pp | 82.0%-43.1pp |
| Annual return | 8.06% | 1727.20%-1719.1pp | 1294.76%-1286.7pp | 302.99%-294.9pp |
| Employer contribution / active EE | $0 | $3,691-100.0% | $3,264-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,033 | $4,350-76.3% | $3,964-73.9% | $5,983-82.7% |
| Admin fee / account holder | $168 | $6,510-97.4% | $5,617-97.0% | $11,252-98.5% |