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 | $46,319 | $157,276-70.5% | $141,177-67.2% | $152,885-69.7% |
| Participation rate | 64.7% | 84.8%-20.1pp | 82.5%-17.8pp | 82.5%-17.7pp |
| Annual return | 21.65% | 64.33%-42.7pp | 71.40%-49.8pp | 345.39%-323.7pp |
| Employer contribution / active EE | $116 | $5,262-97.8% | $4,736-97.5% | $4,763-97.6% |
| Participant deferral / active EE | $2,402 | $7,110-66.2% | $6,710-64.2% | $5,851-58.9% |
| Admin fee / account holder | $262 | $12,123-97.8% | $10,263-97.4% | $11,598-97.7% |