Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $28,743 | $160,040-82.0% | $147,096-80.5% | $145,877-80.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 14.51% | 98.49%-84.0pp | 419.75%-405.2pp | 551.28%-536.8pp |
| Employer contribution / active EE | $803 | $5,289-84.8% | $4,936-83.7% | $4,663-82.8% |
| Participant deferral / active EE | $3,896 | $8,429-53.8% | $8,071-51.7% | $6,691-41.8% |
| Admin fee / account holder | $206 | $15,050-98.6% | $13,005-98.4% | $13,402-98.5% |