Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $26,442 | $57,119-53.7% | $85,187-69.0% | $80,935-67.3% |
| Participation rate | 8.3% | 56.4%-48.1pp | 67.5%-59.2pp | 67.7%-59.3pp |
| Annual return | 22.48% | 21.70%+0.8pp | 66.67%-44.2pp | 35.66%-13.2pp |
| Employer contribution / active EE | $240 | $1,802-86.7% | $2,732-91.2% | $2,757-91.3% |
| Participant deferral / active EE | $807 | $3,115-74.1% | $4,525-82.2% | $4,299-81.2% |
| Admin fee / account holder | $209 | $4,990-95.8% | $6,162-96.6% | $6,924-97.0% |