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 | $52,336 | $165,399-68.4% | $149,745-65.0% | $158,982-67.1% |
| Participation rate | 69.2% | 84.6%-15.3pp | 82.5%-13.3pp | 82.0%-12.7pp |
| Annual return | 21.18% | 348.34%-327.2pp | 276.72%-255.5pp | 302.99%-281.8pp |
| Employer contribution / active EE | $54 | $5,105-98.9% | $4,646-98.8% | $4,763-98.9% |
| Participant deferral / active EE | $4,616 | $7,183-35.7% | $6,843-32.5% | $5,983-22.9% |
| Admin fee / account holder | $280 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |