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 | $23,334 | $93,598-75.1% | $135,974-82.8% | $75,173-69.0% |
| Participation rate | 69.6% | 75.2%-5.6pp | 81.9%-12.3pp | 67.2%+2.4pp |
| Annual return | 113.29% | 30.89%+82.4pp | 68.30%+45.0pp | 160.72%-47.4pp |
| Employer contribution / active EE | $19 | $3,538-99.5% | $4,859-99.6% | $2,671-99.3% |
| Participant deferral / active EE | $11,253 | $6,405+75.7% | $7,760+45.0% | $4,126+172.7% |
| Admin fee / account holder | $75 | $6,978-98.9% | $10,767-99.3% | $5,651-98.7% |