Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $43,989 | $217,432-79.8% | $185,849-76.3% | $167,536-73.7% |
| Participation rate | 40.0% | 86.1%-46.1pp | 81.7%-41.7pp | 82.1%-42.1pp |
| Annual return | 15.20% | 148.42%-133.2pp | 122.10%-106.9pp | 478.82%-463.6pp |
| Employer contribution / active EE | $1,171 | $5,875-80.1% | $5,169-77.3% | $4,839-75.8% |
| Participant deferral / active EE | $4,312 | $6,357-32.2% | $5,569-22.6% | $6,342-32.0% |
| Admin fee / account holder | $18 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |