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 | $27,198 | $110,379-75.4% | $102,412-73.4% | $145,884-81.4% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.5%-34.5pp | 80.3%-40.3pp |
| Annual return | 75.35% | 24.84%+50.5pp | 24.94%+50.4pp | 551.85%-476.5pp |
| Employer contribution / active EE | $807 | $4,216-80.9% | $3,870-79.2% | $4,662-82.7% |
| Participant deferral / active EE | $2,584 | $5,622-54.0% | $5,060-48.9% | $6,690-61.4% |
| Admin fee / account holder | $181 | $9,745-98.1% | $8,388-97.8% | $13,392-98.7% |