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 | $44,755 | $76,551-41.5% | $123,894-63.9% | $62,881-28.8% |
| Participation rate | 68.6% | 73.0%-4.4pp | 81.4%-12.8pp | 69.3%-0.7pp |
| Annual return | 5.94% | 18.68%-12.7pp | 47.52%-41.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $344 | $2,882-88.1% | $4,617-92.6% | $2,281-84.9% |
| Participant deferral / active EE | $3,204 | $4,840-33.8% | $5,984-46.5% | $3,2030% |
| Admin fee / account holder | $36 | $4,826-99.2% | $8,357-99.6% | $4,296-99.2% |