Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $44,438 | $183,592-75.8% | $155,567-71.4% | $145,959-69.6% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.76% | 61.24%-46.5pp | 64.74%-50.0pp | 561.95%-547.2pp |
| Employer contribution / active EE | $885 | $5,315-83.3% | $4,674-81.1% | $4,661-81.0% |
| Participant deferral / active EE | $2,213 | $6,464-65.8% | $5,628-60.7% | $6,689-66.9% |
| Admin fee / account holder | $181 | $19,318-99.1% | $15,916-98.9% | $13,398-98.6% |