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 | $1,484 | $22,602-93.4% | $65,566-97.7% | $75,173-98.0% |
| Participation rate | 55.6% | 63.1%-7.5pp | 64.9%-9.4pp | 67.2%-11.6pp |
| Annual return | 71.23% | 71.13%+0.1pp | 47.40%+23.8pp | 160.72%-89.5pp |
| Employer contribution / active EE | $278 | $941-70.5% | $1,692-83.6% | $2,671-89.6% |
| Participant deferral / active EE | $885 | $1,695-47.8% | $2,832-68.7% | $4,126-78.6% |
| Admin fee / account holder | $167 | $1,877-91.1% | $4,114-95.9% | $5,651-97.0% |