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 | $89,395 | $228,352-60.9% | $185,827-51.9% | $158,950-43.8% |
| Participation rate | 26.7% | 82.3%-55.6pp | 78.0%-51.4pp | 82.0%-55.3pp |
| Annual return | 22.00% | 40.81%-18.8pp | 35.96%-14.0pp | 302.91%-280.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,991 | $6,416-69.0% | $5,633-64.6% | $5,983-66.7% |
| Admin fee / account holder | $15 | $11,867-99.9% | $9,502-99.8% | $11,248-99.9% |