Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $43,602 | $183,539-76.2% | $155,556-72.0% | $145,897-70.1% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.67% | 61.31%-48.6pp | 64.84%-52.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $669 | $5,315-87.4% | $4,675-85.7% | $4,663-85.6% |
| Participant deferral / active EE | $4,480 | $6,467-30.7% | $5,631-20.4% | $6,689-33.0% |
| Admin fee / account holder | $257 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |