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 | $19,847 | $119,143-83.3% | $88,632-77.6% | $152,909-87.0% |
| Participation rate | 31.8% | 73.4%-41.6pp | 68.8%-36.9pp | 82.5%-50.6pp |
| Annual return | 18.54% | 48.12%-29.6pp | 43.75%-25.2pp | 345.46%-326.9pp |
| Employer contribution / active EE | $0 | $2,675-100.0% | $2,101-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $562 | $3,555-84.2% | $2,917-80.7% | $5,851-90.4% |
| Admin fee / account holder | $247 | $5,875-95.8% | $4,308-94.3% | $11,601-97.9% |