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 | $20,365 | $115,810-82.4% | $101,271-79.9% | $158,966-87.2% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 26.93% | 56.15%-29.2pp | 46.48%-19.5pp | 302.95%-276.0pp |
| Employer contribution / active EE | $465 | $4,175-88.9% | $3,660-87.3% | $4,762-90.2% |
| Participant deferral / active EE | $2,443 | $4,958-50.7% | $4,371-44.1% | $5,983-59.2% |
| Admin fee / account holder | $55 | $7,248-99.2% | $5,948-99.1% | $11,250-99.5% |