Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $41,843 | $157,296-73.4% | $141,191-70.4% | $152,897-72.6% |
| Participation rate | 28.6% | 84.8%-56.3pp | 82.5%-53.9pp | 82.5%-53.9pp |
| Annual return | 24.26% | 64.34%-40.1pp | 71.41%-47.1pp | 345.43%-321.2pp |
| Employer contribution / active EE | $557 | $5,262-89.4% | $4,736-88.2% | $4,764-88.3% |
| Participant deferral / active EE | $8,429 | $7,111+18.5% | $6,710+25.6% | $5,851+44.1% |
| Admin fee / account holder | $211 | $12,125-98.3% | $10,264-97.9% | $11,599-98.2% |