Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $48,536 | $185,312-73.8% | $161,489-69.9% | $154,746-68.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 29.36% | 103.84%-74.5pp | 89.72%-60.4pp | 172.34%-143.0pp |
| Employer contribution / active EE | $833 | $4,769-82.5% | $4,268-80.5% | $4,379-81.0% |
| Participant deferral / active EE | $10,075 | $6,350+58.7% | $5,630+79.0% | $6,730+49.7% |
| Admin fee / account holder | $156 | $18,654-99.2% | $16,006-99.0% | $14,365-98.9% |