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 | $49,684 | $176,838-71.9% | $146,685-66.1% | $167,518-70.3% |
| Participation rate | 66.7% | 83.6%-17.0pp | 80.1%-13.4pp | 82.1%-15.4pp |
| Annual return | 15.30% | 24.04%-8.7pp | 22.75%-7.4pp | 478.71%-463.4pp |
| Employer contribution / active EE | $669 | $5,161-87.0% | $4,137-83.8% | $4,838-86.2% |
| Participant deferral / active EE | $2,495 | $6,441-61.3% | $5,507-54.7% | $6,342-60.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |