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 | $45,046 | $185,141-75.7% | $153,416-70.6% | $155,188-71.0% |
| Participation rate | 50.0% | 79.9%-29.9pp | 74.3%-24.3pp | 80.8%-30.8pp |
| Annual return | 15.61% | 18.72%-3.1pp | 17.84%-2.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $0 | $4,489-100.0% | $3,764-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,505 | $5,477-54.3% | $4,723-47.0% | $6,531-61.6% |
| Admin fee / account holder | $12 | $16,005-99.9% | $13,095-99.9% | $14,480-99.9% |