Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,048 | $160,040-83.7% | $147,096-82.3% | $145,877-82.1% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 12.52% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $469 | $5,289-91.1% | $4,936-90.5% | $4,663-89.9% |
| Participant deferral / active EE | $4,697 | $8,429-44.3% | $8,071-41.8% | $6,691-29.8% |
| Admin fee / account holder | $118 | $15,050-99.2% | $13,005-99.1% | $13,402-99.1% |