Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $15,224 | $211,288-92.8% | $178,540-91.5% | $145,884-89.6% |
| Participation rate | 66.7% | 80.8%-14.1pp | 77.1%-10.4pp | 80.3%-13.6pp |
| Annual return | 15.40% | 30.27%-14.9pp | 27.15%-11.7pp | 551.85%-536.4pp |
| Employer contribution / active EE | $447 | $4,574-90.2% | $3,953-88.7% | $4,662-90.4% |
| Participant deferral / active EE | $3,253 | $6,967-53.3% | $6,281-48.2% | $6,690-51.4% |
| Admin fee / account holder | $53 | $12,105-99.6% | $10,424-99.5% | $13,392-99.6% |