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 | $44,372 | $102,422-56.7% | $147,117-69.8% | $80,959-45.2% |
| Participation rate | 51.4% | 75.9%-24.4pp | 82.2%-30.8pp | 67.7%-16.2pp |
| Annual return | 18.66% | 135.16%-116.5pp | 420.54%-401.9pp | 35.67%-17.0pp |
| Employer contribution / active EE | $419 | $3,717-88.7% | $4,932-91.5% | $2,757-84.8% |
| Participant deferral / active EE | $3,810 | $6,652-42.7% | $8,065-52.8% | $4,300-11.4% |
| Admin fee / account holder | $118 | $7,953-98.5% | $12,993-99.1% | $6,925-98.3% |