Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $12,987 | $110,303-88.2% | $95,759-86.4% | $139,487-90.7% |
| Participation rate | 47.6% | 75.7%-28.1pp | 72.3%-24.6pp | 80.3%-32.7pp |
| Annual return | 16.81% | 27.19%-10.4pp | 28.42%-11.6pp | 373.84%-357.0pp |
| Employer contribution / active EE | $0 | $3,261-100.0% | $2,836-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,260 | $4,674-73.0% | $4,244-70.3% | $6,713-81.2% |
| Admin fee / account holder | $161 | $6,615-97.6% | $5,678-97.2% | $11,407-98.6% |