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 | $43,318 | $101,795-57.4% | $165,100-73.8% | $80,959-46.5% |
| Participation rate | 63.2% | 71.8%-8.7pp | 78.6%-15.5pp | 67.7%-4.5pp |
| Annual return | 19.07% | 16.73%+2.3pp | 70.21%-51.1pp | 35.67%-16.6pp |
| Employer contribution / active EE | $475 | $2,954-83.9% | $4,348-89.1% | $2,757-82.8% |
| Participant deferral / active EE | $3,314 | $4,476-26.0% | $6,035-45.1% | $4,300-22.9% |
| Admin fee / account holder | $173 | $8,221-97.9% | $12,696-98.6% | $6,925-97.5% |