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 | $55,053 | $67,602-18.6% | $82,312-33.1% | $70,126-21.5% |
| Participation rate | 52.6% | 72.8%-20.1pp | 76.9%-24.3pp | 69.5%-16.9pp |
| Annual return | 16.46% | 21.57%-5.1pp | 25.88%-9.4pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,556 | $2,987+19.0% | $3,706-4.1% | $3,332+6.7% |
| Admin fee / account holder | $0 | $4,512-100.0% | $5,608-100.0% | $4,645-100.0% |