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 | $56,938 | $146,267-61.1% | $197,124-71.1% | $82,448-30.9% |
| Participation rate | 49.4% | 84.0%-34.7pp | 86.7%-37.4pp | 68.1%-18.7pp |
| Annual return | 17.39% | 29.61%-12.2pp | 44.34%-27.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $529 | $4,723-88.8% | $6,227-91.5% | $2,551-79.3% |
| Participant deferral / active EE | $3,731 | $7,035-47.0% | $9,135-59.2% | $4,139-9.9% |
| Admin fee / account holder | $238 | $14,422-98.3% | $16,298-98.5% | $7,234-96.7% |