Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $22,312 | $211,288-89.4% | $178,540-87.5% | $145,884-84.7% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 12.80% | 30.27%-17.5pp | 27.15%-14.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $417 | $4,574-90.9% | $3,953-89.5% | $4,662-91.1% |
| Participant deferral / active EE | $5,366 | $6,967-23.0% | $6,281-14.6% | $6,690-19.8% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |