Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $24,738 | $202,440-87.8% | $169,390-85.4% | $139,466-82.3% |
| Participation rate | 18.8% | 81.1%-62.4pp | 77.2%-58.4pp | 80.3%-61.6pp |
| Annual return | 23.79% | 532.36%-508.6pp | 406.07%-382.3pp | 373.66%-349.9pp |
| Employer contribution / active EE | $500 | $4,693-89.3% | $4,013-87.5% | $4,754-89.5% |
| Participant deferral / active EE | $1,644 | $6,940-76.3% | $6,222-73.6% | $6,712-75.5% |
| Admin fee / account holder | $87 | $10,722-99.2% | $9,015-99.0% | $11,409-99.2% |