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 | $48,344 | $175,257-72.4% | $149,717-67.7% | $139,456-65.3% |
| Participation rate | 53.3% | 83.4%-30.1pp | 78.8%-25.4pp | 80.3%-27.0pp |
| Annual return | 15.91% | 166.70%-150.8pp | 134.41%-118.5pp | 373.45%-357.5pp |
| Employer contribution / active EE | $951 | $5,477-82.6% | $4,820-80.3% | $4,753-80.0% |
| Participant deferral / active EE | $3,674 | $6,521-43.7% | $5,682-35.3% | $6,711-45.3% |
| Admin fee / account holder | $25 | $16,156-99.8% | $13,213-99.8% | $11,407-99.8% |