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 | $29,782 | $73,518-59.5% | $63,003-52.7% | $147,585-79.8% |
| Participation rate | 28.6% | 77.9%-49.3pp | 74.8%-46.2pp | 82.8%-54.3pp |
| Annual return | 24.19% | 175.46%-151.3pp | 87.59%-63.4pp | 578.57%-554.4pp |
| Employer contribution / active EE | $280 | $3,322-91.6% | $2,760-89.9% | $4,876-94.3% |
| Participant deferral / active EE | $1,168 | $4,183-72.1% | $3,329-64.9% | $5,439-78.5% |
| Admin fee / account holder | $100 | $5,952-98.3% | $3,600-97.2% | $10,885-99.1% |