Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $41,986 | $185,905-77.4% | $170,057-75.3% | $139,487-69.9% |
| Participation rate | 50.0% | 87.8%-37.8pp | 87.0%-37.0pp | 80.3%-30.3pp |
| Annual return | 24.20% | 60.56%-36.4pp | 53.42%-29.2pp | 373.84%-349.6pp |
| Employer contribution / active EE | $711 | $7,597-90.6% | $6,790-89.5% | $4,755-85.1% |
| Participant deferral / active EE | $5,228 | $11,627-55.0% | $10,411-49.8% | $6,713-22.1% |
| Admin fee / account holder | $144 | $15,397-99.1% | $12,826-98.9% | $11,407-98.7% |