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 | $66,031 | $115,810-43.0% | $101,271-34.8% | $158,966-58.5% |
| Participation rate | 17.4% | 79.4%-62.0pp | 75.8%-58.4pp | 82.0%-64.6pp |
| Annual return | 14.86% | 56.15%-41.3pp | 46.48%-31.6pp | 302.95%-288.1pp |
| Employer contribution / active EE | $413 | $4,175-90.1% | $3,660-88.7% | $4,762-91.3% |
| Participant deferral / active EE | $2,093 | $4,958-57.8% | $4,371-52.1% | $5,983-65.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |