Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,575 | $185,905-66.9% | $170,057-63.8% | $139,487-55.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 30.08% | 60.56%-30.5pp | 53.42%-23.3pp | 373.84%-343.8pp |
| Employer contribution / active EE | $1,358 | $7,597-82.1% | $6,790-80.0% | $4,755-71.4% |
| Participant deferral / active EE | $7,708 | $11,627-33.7% | $10,411-26.0% | $6,713+14.8% |
| Admin fee / account holder | $296 | $15,397-98.1% | $12,826-97.7% | $11,407-97.4% |