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 | $61,029 | $69,248-11.9% | $64,101-4.8% | $139,466-56.2% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.54% | 45.95%-33.4pp | 33.72%-21.2pp | 373.66%-361.1pp |
| Employer contribution / active EE | $128 | $3,185-96.0% | $2,749-95.3% | $4,754-97.3% |
| Participant deferral / active EE | $1,777 | $4,682-62.1% | $3,881-54.2% | $6,712-73.5% |
| Admin fee / account holder | $6 | $4,247-99.9% | $3,070-99.8% | $11,409-99.9% |