Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $39,502 | $201,344-80.4% | $184,243-78.6% | $145,877-72.9% |
| Participation rate | 53.8% | 87.5%-33.6pp | 86.8%-33.0pp | 80.3%-26.5pp |
| Annual return | 13.96% | 29.01%-15.0pp | 28.82%-14.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $1,278 | $7,022-81.8% | $6,427-80.1% | $4,663-72.6% |
| Participant deferral / active EE | $4,894 | $9,807-50.1% | $9,132-46.4% | $6,691-26.9% |
| Admin fee / account holder | $269 | $16,382-98.4% | $13,914-98.1% | $13,402-98.0% |