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 | $38,013 | $91,167-58.3% | $178,498-78.7% | $79,858-52.4% |
| Participation rate | 46.7% | 69.2%-22.5pp | 81.9%-35.3pp | 69.6%-23.0pp |
| Annual return | 22.88% | 24.19%-1.3pp | 151.09%-128.2pp | 31.72%-8.8pp |
| Employer contribution / active EE | $157 | $3,255-95.2% | $5,011-96.9% | $2,471-93.6% |
| Participant deferral / active EE | $3,278 | $3,236+1.3% | $5,202-37.0% | $3,740-12.4% |
| Admin fee / account holder | $218 | $6,747-96.8% | $13,985-98.4% | $5,306-95.9% |