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 | $57,325 | $115,796-50.5% | $101,264-43.4% | $158,950-63.9% |
| Participation rate | 61.5% | 79.4%-17.8pp | 75.8%-14.3pp | 82.0%-20.4pp |
| Annual return | 12.18% | 56.15%-44.0pp | 46.48%-34.3pp | 302.91%-290.7pp |
| Employer contribution / active EE | $289 | $4,175-93.1% | $3,660-92.1% | $4,762-93.9% |
| Participant deferral / active EE | $1,446 | $4,958-70.8% | $4,370-66.9% | $5,983-75.8% |
| Admin fee / account holder | $25 | $7,247-99.7% | $5,947-99.6% | $11,248-99.8% |