Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,990 | $111,785-48.1% | $93,669-38.1% | $145,877-60.2% |
| Participation rate | 14.3% | 74.2%-59.9pp | 68.7%-54.4pp | 80.3%-66.0pp |
| Annual return | 14.62% | 203.79%-189.2pp | 133.59%-119.0pp | 551.28%-536.7pp |
| Employer contribution / active EE | $464 | $3,096-85.0% | $2,424-80.9% | $4,663-90.1% |
| Participant deferral / active EE | $1,189 | $4,919-75.8% | $4,416-73.1% | $6,691-82.2% |
| Admin fee / account holder | $229 | $10,256-97.8% | $8,291-97.2% | $13,402-98.3% |