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 | $64,272 | $165,361-61.1% | $149,715-57.1% | $158,950-59.6% |
| Participation rate | 40.0% | 84.6%-44.6pp | 82.5%-42.5pp | 82.0%-42.0pp |
| Annual return | 16.30% | 348.24%-331.9pp | 276.66%-260.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $394 | $5,103-92.3% | $4,645-91.5% | $4,762-91.7% |
| Participant deferral / active EE | $4,554 | $7,182-36.6% | $6,842-33.4% | $5,983-23.9% |
| Admin fee / account holder | $60 | $10,808-99.4% | $9,310-99.4% | $11,248-99.5% |