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 | $14,652 | $114,119-87.2% | $107,187-86.3% | $138,895-89.5% |
| Participation rate | 57.9% | 78.1%-20.2pp | 75.0%-17.1pp | 79.9%-22.0pp |
| Annual return | 22.96% | 273.21%-250.2pp | 204.55%-181.6pp | 145.39%-122.4pp |
| Employer contribution / active EE | $768 | $4,059-81.1% | $3,782-79.7% | $4,194-81.7% |
| Participant deferral / active EE | $1,521 | $5,538-72.5% | $5,096-70.1% | $6,396-76.2% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |