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 | $76,174 | $108,825-30.0% | $156,181-51.2% | $82,448-7.6% |
| Participation rate | 32.3% | 72.4%-40.1pp | 78.8%-46.6pp | 68.1%-35.8pp |
| Annual return | 19.21% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $665 | $2,870-76.8% | $4,294-84.5% | $2,551-73.9% |
| Participant deferral / active EE | $2,226 | $4,577-51.4% | $6,132-63.7% | $4,139-46.2% |
| Admin fee / account holder | $22 | $9,341-99.8% | $14,586-99.8% | $7,234-99.7% |