Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $87,923 | $110,410-20.4% | $102,437-14.2% | $145,897-39.7% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 24.85% | 24.85%0pp | 24.95%-0.1pp | 552.29%-527.4pp |
| Employer contribution / active EE | $617 | $4,217-85.4% | $3,871-84.1% | $4,663-86.8% |
| Participant deferral / active EE | $1,627 | $5,622-71.1% | $5,060-67.9% | $6,689-75.7% |
| Admin fee / account holder | $30 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |