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 | $64,443 | $174,379-63.0% | $152,093-57.6% | $138,895-53.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 20.93% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.5pp |
| Employer contribution / active EE | $832 | $4,652-82.1% | $4,175-80.1% | $4,194-80.2% |
| Participant deferral / active EE | $2,096 | $6,159-66.0% | $5,451-61.6% | $6,396-67.2% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |