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 | $25,454 | $111,814-77.2% | $103,374-75.4% | $145,959-82.6% |
| Participation rate | 26.7% | 77.9%-51.3pp | 74.5%-47.8pp | 80.3%-53.6pp |
| Annual return | 14.13% | 24.77%-10.6pp | 24.89%-10.8pp | 561.95%-547.8pp |
| Employer contribution / active EE | $694 | $4,214-83.5% | $3,869-82.1% | $4,661-85.1% |
| Participant deferral / active EE | $1,701 | $5,618-69.7% | $5,058-66.4% | $6,689-74.6% |
| Admin fee / account holder | $107 | $9,754-98.9% | $8,394-98.7% | $13,398-99.2% |