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 | $23,392 | $95,383-75.5% | $185,837-87.4% | $85,856-72.8% |
| Participation rate | 60.4% | 68.8%-8.4pp | 81.7%-21.3pp | 69.3%-8.9pp |
| Annual return | 12.98% | 23.59%-10.6pp | 122.08%-109.1pp | 318.58%-305.6pp |
| Employer contribution / active EE | $255 | $3,313-92.3% | $5,168-95.1% | $2,565-90.1% |
| Participant deferral / active EE | $1,782 | $3,423-48.0% | $5,568-68.0% | $3,952-54.9% |
| Admin fee / account holder | $64 | $7,213-99.1% | $16,241-99.6% | $6,261-99.0% |