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 | $23,785 | $112,121-78.8% | $95,960-75.2% | $158,966-85.0% |
| Participation rate | 45.5% | 79.0%-33.5pp | 77.1%-31.6pp | 82.0%-36.5pp |
| Annual return | 17.28% | 171.16%-153.9pp | 91.63%-74.4pp | 302.95%-285.7pp |
| Employer contribution / active EE | $553 | $3,199-82.7% | $2,541-78.3% | $4,762-88.4% |
| Participant deferral / active EE | $2,049 | $4,784-57.2% | $4,167-50.8% | $5,983-65.8% |
| Admin fee / account holder | $20 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |