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 | $112,524 | $106,864+5.3% | $147,318-23.6% | $82,637+36.2% |
| Participation rate | 44.6% | 75.5%-30.9pp | 82.1%-37.4pp | 68.1%-23.4pp |
| Annual return | 17.30% | 27.49%-10.2pp | 70.43%-53.1pp | 53.51%-36.2pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,747 | $6,496-42.3% | $7,906-52.6% | $4,126-9.2% |
| Admin fee / account holder | $39 | $8,415-99.5% | $13,708-99.7% | $7,339-99.5% |