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 | $41,263 | $110,337-62.6% | $102,383-59.7% | $145,877-71.7% |
| Participation rate | 30.8% | 77.9%-47.2pp | 74.5%-43.7pp | 80.3%-49.5pp |
| Annual return | 12.69% | 24.83%-12.1pp | 24.94%-12.2pp | 551.28%-538.6pp |
| Employer contribution / active EE | $835 | $4,216-80.2% | $3,870-78.4% | $4,663-82.1% |
| Participant deferral / active EE | $2,687 | $5,621-52.2% | $5,060-46.9% | $6,691-59.8% |
| Admin fee / account holder | $25 | $9,750-99.7% | $8,391-99.7% | $13,402-99.8% |