Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $27,300 | $160,028-82.9% | $147,080-81.4% | $145,884-81.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.41% | 98.60%-82.2pp | 420.17%-403.8pp | 551.85%-535.4pp |
| Employer contribution / active EE | $460 | $5,286-91.3% | $4,933-90.7% | $4,662-90.1% |
| Participant deferral / active EE | $7,331 | $8,422-12.9% | $8,066-9.1% | $6,690+9.6% |
| Admin fee / account holder | $190 | $15,030-98.7% | $12,989-98.5% | $13,392-98.6% |