Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $47,903 | $110,379-56.6% | $102,412-53.2% | $145,884-67.2% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | 23.35% | 24.84%-1.5pp | 24.94%-1.6pp | 551.85%-528.5pp |
| Employer contribution / active EE | $280 | $4,216-93.4% | $3,870-92.8% | $4,662-94.0% |
| Participant deferral / active EE | $2,063 | $5,622-63.3% | $5,060-59.2% | $6,690-69.2% |
| Admin fee / account holder | $10 | $9,745-99.9% | $8,388-99.9% | $13,392-99.9% |