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 | $19,654 | $107,368-81.7% | $92,915-78.8% | $152,909-87.1% |
| Participation rate | 43.8% | 79.8%-36.0pp | 76.0%-32.3pp | 82.5%-38.7pp |
| Annual return | 28.45% | 145.64%-117.2pp | 109.45%-81.0pp | 345.46%-317.0pp |
| Employer contribution / active EE | $709 | $4,222-83.2% | $3,653-80.6% | $4,764-85.1% |
| Participant deferral / active EE | $1,548 | $4,848-68.1% | $4,238-63.5% | $5,851-73.6% |
| Admin fee / account holder | $29 | $7,082-99.6% | $5,796-99.5% | $11,601-99.8% |