Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $56,239 | $183,592-69.4% | $155,574-63.9% | $145,877-61.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 79.71% | 61.37%+18.3pp | 64.87%+14.8pp | 551.28%-471.6pp |
| Employer contribution / active EE | $737 | $5,317-86.1% | $4,676-84.2% | $4,663-84.2% |
| Participant deferral / active EE | $3,234 | $6,466-50.0% | $5,629-42.6% | $6,691-51.7% |
| Admin fee / account holder | $141 | $19,316-99.3% | $15,914-99.1% | $13,402-98.9% |