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 | $40,348 | $162,821-75.2% | $133,978-69.9% | $158,982-74.6% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 16.00% | 41.95%-26.0pp | 45.10%-29.1pp | 302.99%-287.0pp |
| Employer contribution / active EE | $290 | $4,976-94.2% | $3,919-92.6% | $4,763-93.9% |
| Participant deferral / active EE | $2,395 | $5,910-59.5% | $5,047-52.5% | $5,983-60.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |