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 | $23,518 | $172,111-86.3% | $150,298-84.4% | $137,256-82.9% |
| Participation rate | 63.6% | 81.7%-18.1pp | 77.8%-14.1pp | 80.0%-16.3pp |
| Annual return | 20.53% | 69.37%-48.8pp | 62.79%-42.3pp | 220.34%-199.8pp |
| Employer contribution / active EE | $114 | $4,636-97.5% | $4,154-97.3% | $4,156-97.3% |
| Participant deferral / active EE | $2,467 | $6,166-60.0% | $5,453-54.8% | $6,407-61.5% |
| Admin fee / account holder | $120 | $16,471-99.3% | $14,116-99.2% | $12,270-99.0% |