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 | $78,040 | $57,119+36.6% | $85,187-8.4% | $80,935-3.6% |
| Participation rate | 12.9% | 56.4%-43.5pp | 67.5%-54.6pp | 67.7%-54.8pp |
| Annual return | 12.85% | 21.70%-8.9pp | 66.67%-53.8pp | 35.66%-22.8pp |
| Employer contribution / active EE | $191 | $1,802-89.4% | $2,732-93.0% | $2,757-93.1% |
| Participant deferral / active EE | $2,089 | $3,115-32.9% | $4,525-53.8% | $4,299-51.4% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |