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 | $43,363 | $185,312-76.6% | $161,489-73.1% | $154,746-72.0% |
| Participation rate | 65.0% | 82.5%-17.5pp | 78.7%-13.7pp | 80.7%-15.7pp |
| Annual return | 21.19% | 103.84%-82.6pp | 89.72%-68.5pp | 172.34%-151.1pp |
| Employer contribution / active EE | $735 | $4,769-84.6% | $4,268-82.8% | $4,379-83.2% |
| Participant deferral / active EE | $2,436 | $6,350-61.6% | $5,630-56.7% | $6,730-63.8% |
| Admin fee / account holder | $57 | $18,654-99.7% | $16,006-99.6% | $14,365-99.6% |