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 | $36,430 | $211,224-82.8% | $178,505-79.6% | $145,897-75.0% |
| Participation rate | 47.4% | 80.8%-33.5pp | 77.1%-29.7pp | 80.3%-32.9pp |
| Annual return | 13.69% | 30.28%-16.6pp | 27.16%-13.5pp | 552.29%-538.6pp |
| Employer contribution / active EE | $335 | $4,577-92.7% | $3,955-91.5% | $4,663-92.8% |
| Participant deferral / active EE | $2,357 | $6,966-66.2% | $6,280-62.5% | $6,689-64.8% |
| Admin fee / account holder | $105 | $12,109-99.1% | $10,428-99.0% | $13,390-99.2% |