Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $18,258 | $57,305-68.1% | $86,640-78.9% | $75,173-75.7% |
| Participation rate | 37.1% | 63.2%-26.1pp | 71.7%-34.6pp | 67.2%-30.1pp |
| Annual return | 27.04% | 2674.24%-2647.2pp | 592.52%-565.5pp | 160.72%-133.7pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,695 | $3,320-48.9% | $4,438-61.8% | $4,126-58.9% |
| Admin fee / account holder | $5 | $4,116-99.9% | $5,616-99.9% | $5,651-99.9% |