Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $16,455 | $77,901-78.9% | $149,717-89.0% | $75,181-78.1% |
| Participation rate | 51.3% | 65.6%-14.3pp | 78.8%-27.5pp | 67.2%-15.9pp |
| Annual return | 25.04% | 31.73%-6.7pp | 134.41%-109.4pp | 160.69%-135.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,820-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,512 | $3,411+3.0% | $5,682-38.2% | $4,126-14.9% |
| Admin fee / account holder | $26 | $5,949-99.6% | $13,213-99.8% | $5,650-99.5% |