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 | $27,801 | $148,623-81.3% | $135,974-79.6% | $139,466-80.1% |
| Participation rate | 45.5% | 83.9%-38.4pp | 81.9%-36.5pp | 80.3%-34.9pp |
| Annual return | 19.50% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $630 | $5,246-88.0% | $4,859-87.0% | $4,754-86.7% |
| Participant deferral / active EE | $3,989 | $8,103-50.8% | $7,760-48.6% | $6,712-40.6% |
| Admin fee / account holder | $54 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |