Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $70,412 | $162,136-56.6% | $152,301-53.8% | $154,746-54.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 82.4%-57.4pp | 80.7%-55.7pp |
| Annual return | 16.83% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $499 | $4,890-89.8% | $4,624-89.2% | $4,379-88.6% |
| Participant deferral / active EE | $7,728 | $8,341-7.3% | $8,004-3.4% | $6,730+14.8% |
| Admin fee / account holder | $271 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |