Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $43,987 | $95,453-53.9% | $112,040-60.7% | $82,448-46.6% |
| Participation rate | 58.5% | 72.8%-14.2pp | 76.5%-18.0pp | 68.1%-9.5pp |
| Annual return | 14.66% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $660 | $2,318-71.5% | $2,954-77.7% | $2,551-74.1% |
| Participant deferral / active EE | $2,440 | $4,224-42.2% | $5,098-52.1% | $4,139-41.0% |
| Admin fee / account holder | $242 | $9,013-97.3% | $12,098-98.0% | $7,234-96.7% |