Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $50,553 | $185,883-72.8% | $170,043-70.3% | $139,466-63.8% |
| Participation rate | 61.9% | 87.8%-25.9pp | 87.0%-25.1pp | 80.3%-18.4pp |
| Annual return | 50.46% | 60.54%-10.1pp | 53.40%-2.9pp | 373.66%-323.2pp |
| Employer contribution / active EE | $1,203 | $7,596-84.2% | $6,790-82.3% | $4,754-74.7% |
| Participant deferral / active EE | $4,177 | $11,626-64.1% | $10,410-59.9% | $6,712-37.8% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,824-98.4% | $11,409-98.3% |