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 | $37,334 | $118,496-68.5% | $98,461-62.1% | $139,466-73.2% |
| Participation rate | 57.9% | 77.5%-19.6pp | 75.2%-17.3pp | 80.3%-22.4pp |
| Annual return | 13.89% | 18.96%-5.1pp | 21.17%-7.3pp | 373.66%-359.8pp |
| Employer contribution / active EE | $335 | $3,611-90.7% | $3,049-89.0% | $4,754-93.0% |
| Participant deferral / active EE | $2,012 | $5,393-62.7% | $4,738-57.5% | $6,712-70.0% |
| Admin fee / account holder | $0 | $14,056-100.0% | $8,961-100.0% | $11,409-100.0% |