Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $89,526 | $148,623-39.8% | $135,974-34.2% | $139,466-35.8% |
| Participation rate | 14.3% | 83.9%-69.6pp | 81.9%-67.6pp | 80.3%-66.0pp |
| Annual return | 25.80% | 79.30%-53.5pp | 68.30%-42.5pp | 373.66%-347.9pp |
| Employer contribution / active EE | $421 | $5,246-92.0% | $4,859-91.3% | $4,754-91.2% |
| Participant deferral / active EE | $3,214 | $8,103-60.3% | $7,760-58.6% | $6,712-52.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |