Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,237 | $162,785-57.5% | $133,959-48.3% | $158,950-56.4% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 15.12% | 41.94%-26.8pp | 45.09%-30.0pp | 302.91%-287.8pp |
| Employer contribution / active EE | $706 | $4,975-85.8% | $3,919-82.0% | $4,762-85.2% |
| Participant deferral / active EE | $2,590 | $5,910-56.2% | $5,047-48.7% | $5,983-56.7% |
| Admin fee / account holder | $25 | $11,738-99.8% | $8,928-99.7% | $11,248-99.8% |