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 | $57,448 | $108,942-47.3% | $100,415-42.8% | $145,897-60.6% |
| Participation rate | 61.5% | 83.0%-21.4pp | 81.5%-20.0pp | 80.3%-18.8pp |
| Annual return | 16.66% | 58.27%-41.6pp | 49.47%-32.8pp | 552.29%-535.6pp |
| Employer contribution / active EE | $0 | $4,422-100.0% | $3,943-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,772 | $8,461-55.4% | $8,091-53.4% | $6,689-43.6% |
| Admin fee / account holder | $15 | $9,702-99.8% | $7,906-99.8% | $13,390-99.9% |