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 | $74,123 | $48,076+54.2% | $78,693-5.8% | $62,891+17.9% |
| Participation rate | 24.1% | 65.2%-41.1pp | 73.6%-49.4pp | 69.3%-45.2pp |
| Annual return | 5.41% | 31.35%-25.9pp | 62.18%-56.8pp | 20.14%-14.7pp |
| Employer contribution / active EE | $142 | $2,015-93.0% | $2,850-95.0% | $2,281-93.8% |
| Participant deferral / active EE | $1,102 | $2,588-57.4% | $3,517-68.7% | $3,203-65.6% |
| Admin fee / account holder | $9 | $3,207-99.7% | $4,511-99.8% | $4,296-99.8% |