Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $70,543 | $138,072-48.9% | $123,549-42.9% | $135,382-47.9% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | 1.03% | 153.69%-152.7pp | 119.20%-118.2pp | 519.77%-518.7pp |
| Employer contribution / active EE | $811 | $5,152-84.3% | $4,628-82.5% | $4,779-83.0% |
| Participant deferral / active EE | $3,545 | $6,799-47.9% | $6,426-44.8% | $5,609-36.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |