Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,729 | $198,457-81.0% | $170,435-77.9% | $147,586-74.4% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 9.92% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $1,134 | $6,183-81.7% | $5,432-79.1% | $4,876-76.7% |
| Participant deferral / active EE | $2,233 | $5,629-60.3% | $4,939-54.8% | $5,439-58.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |