Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $37,899 | $198,457-80.9% | $170,435-77.8% | $147,586-74.3% |
| Participation rate | 61.1% | 88.0%-26.9pp | 83.6%-22.5pp | 82.8%-21.7pp |
| Annual return | 15.02% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $1,020 | $6,183-83.5% | $5,432-81.2% | $4,876-79.1% |
| Participant deferral / active EE | $3,220 | $5,629-42.8% | $4,939-34.8% | $5,439-40.8% |
| Admin fee / account holder | $291 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |