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 | $30,898 | $154,228-80.0% | $145,433-78.8% | $137,256-77.5% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 20.26% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $842 | $4,804-82.5% | $4,554-81.5% | $4,156-79.7% |
| Participant deferral / active EE | $5,346 | $8,216-34.9% | $7,897-32.3% | $6,407-16.6% |
| Admin fee / account holder | $202 | $14,344-98.6% | $13,129-98.5% | $12,270-98.4% |