Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $56,804 | $185,312-69.3% | $161,489-64.8% | $154,746-63.3% |
| Participation rate | 40.0% | 82.5%-42.5pp | 78.7%-38.7pp | 80.7%-40.7pp |
| Annual return | 20.25% | 103.84%-83.6pp | 89.72%-69.5pp | 172.34%-152.1pp |
| Employer contribution / active EE | $957 | $4,769-79.9% | $4,268-77.6% | $4,379-78.2% |
| Participant deferral / active EE | $6,440 | $6,350+1.4% | $5,630+14.4% | $6,730-4.3% |
| Admin fee / account holder | $245 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |