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 | $33,815 | $116,203-70.9% | $93,621-63.9% | $152,897-77.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | 23.22% | 35.96%-12.7pp | 32.76%-9.5pp | 345.43%-322.2pp |
| Employer contribution / active EE | $280 | $3,219-91.3% | $2,719-89.7% | $4,764-94.1% |
| Participant deferral / active EE | $2,689 | $4,605-41.6% | $4,070-33.9% | $5,851-54.0% |
| Admin fee / account holder | $120 | $10,751-98.9% | $7,890-98.5% | $11,599-99.0% |