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 | $42,634 | $148,623-71.3% | $135,974-68.6% | $139,466-69.4% |
| Participation rate | 12.5% | 83.9%-71.4pp | 81.9%-69.4pp | 80.3%-67.8pp |
| Annual return | 83.11% | 79.30%+3.8pp | 68.30%+14.8pp | 373.66%-290.6pp |
| Employer contribution / active EE | $634 | $5,246-87.9% | $4,859-87.0% | $4,754-86.7% |
| Participant deferral / active EE | $3,642 | $8,103-55.0% | $7,760-53.1% | $6,712-45.7% |
| Admin fee / account holder | $25 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |