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 | $48,372 | $157,276-69.2% | $141,177-65.7% | $152,885-68.4% |
| Participation rate | 23.5% | 84.8%-61.3pp | 82.5%-58.9pp | 82.5%-58.9pp |
| Annual return | 24.55% | 64.33%-39.8pp | 71.40%-46.9pp | 345.39%-320.8pp |
| Employer contribution / active EE | $721 | $5,262-86.3% | $4,736-84.8% | $4,763-84.9% |
| Participant deferral / active EE | $3,269 | $7,110-54.0% | $6,710-51.3% | $5,851-44.1% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |