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 | $71,994 | $125,184-42.5% | $105,607-31.8% | $145,884-50.6% |
| Participation rate | 33.3% | 77.6%-44.3pp | 75.3%-41.9pp | 80.3%-47.0pp |
| Annual return | 8.68% | 225.00%-216.3pp | 116.11%-107.4pp | 551.85%-543.2pp |
| Employer contribution / active EE | $563 | $3,720-84.9% | $3,167-82.2% | $4,662-87.9% |
| Participant deferral / active EE | $2,748 | $5,714-51.9% | $5,011-45.2% | $6,690-58.9% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |