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 | $53,571 | $156,398-65.7% | $147,318-63.6% | $138,895-61.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 17.48% | 78.75%-61.3pp | 70.43%-52.9pp | 145.39%-127.9pp |
| Employer contribution / active EE | $744 | $4,853-84.7% | $4,593-83.8% | $4,194-82.3% |
| Participant deferral / active EE | $5,404 | $8,237-34.4% | $7,906-31.7% | $6,396-15.5% |
| Admin fee / account holder | $209 | $14,976-98.6% | $13,708-98.5% | $12,562-98.3% |