Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $20,737 | $53,063-60.9% | $124,206-83.3% | $82,637-74.9% |
| Participation rate | 18.2% | 58.4%-40.2pp | 69.6%-51.4pp | 68.1%-49.9pp |
| Annual return | 20.52% | 68.87%-48.4pp | 515.27%-494.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $240 | $1,530-84.3% | $3,540-93.2% | $2,552-90.6% |
| Participant deferral / active EE | $1,013 | $2,644-61.7% | $3,968-74.5% | $4,126-75.4% |
| Admin fee / account holder | $20 | $4,281-99.5% | $5,929-99.7% | $7,339-99.7% |