Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $54,331 | $111,535-51.3% | $105,223-48.4% | $137,256-60.4% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 19.98% | 237.85%-217.9pp | 180.65%-160.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $502 | $3,939-87.3% | $3,689-86.4% | $4,156-87.9% |
| Participant deferral / active EE | $2,617 | $5,500-52.4% | $5,072-48.4% | $6,407-59.1% |
| Admin fee / account holder | $46 | $9,721-99.5% | $8,859-99.5% | $12,270-99.6% |