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 | $26,732 | $166,242-83.9% | $165,071-83.8% | $145,884-81.7% |
| Participation rate | 53.8% | 82.0%-28.2pp | 78.6%-24.8pp | 80.3%-26.5pp |
| Annual return | 19.95% | 100.44%-80.5pp | 70.17%-50.2pp | 551.85%-531.9pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,324 | $6,964-23.6% | $6,035-11.8% | $6,690-20.4% |
| Admin fee / account holder | $286 | $16,658-98.3% | $12,695-97.7% | $13,392-97.9% |