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 | $46,933 | $183,539-74.4% | $155,556-69.8% | $145,897-67.8% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 11.05% | 61.31%-50.3pp | 64.84%-53.8pp | 552.29%-541.2pp |
| Employer contribution / active EE | $881 | $5,315-83.4% | $4,675-81.2% | $4,663-81.1% |
| Participant deferral / active EE | $5,614 | $6,467-13.2% | $5,631-0.3% | $6,689-16.1% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |