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 | $78,612 | $102,638-23.4% | $81,991-4.1% | $158,966-50.5% |
| Participation rate | 16.7% | 75.5%-58.9pp | 69.3%-52.6pp | 82.0%-65.3pp |
| Annual return | 18.28% | 61.05%-42.8pp | 41.31%-23.0pp | 302.95%-284.7pp |
| Employer contribution / active EE | $303 | $3,241-90.7% | $2,498-87.9% | $4,762-93.6% |
| Participant deferral / active EE | $1,894 | $4,649-59.3% | $3,722-49.1% | $5,983-68.3% |
| Admin fee / account holder | $0 | $8,237-100.0% | $5,665-100.0% | $11,250-100.0% |