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 | $19,586 | $107,368-81.8% | $92,915-78.9% | $152,909-87.2% |
| Participation rate | 47.8% | 79.8%-32.0pp | 76.0%-28.2pp | 82.5%-34.6pp |
| Annual return | 23.78% | 145.64%-121.9pp | 109.45%-85.7pp | 345.46%-321.7pp |
| Employer contribution / active EE | $621 | $4,222-85.3% | $3,653-83.0% | $4,764-87.0% |
| Participant deferral / active EE | $1,430 | $4,848-70.5% | $4,238-66.3% | $5,851-75.6% |
| Admin fee / account holder | $113 | $7,082-98.4% | $5,796-98.0% | $11,601-99.0% |