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 | $57,647 | $49,025+17.6% | $87,502-34.1% | $62,881-8.3% |
| Participation rate | 41.5% | 64.9%-23.4pp | 73.8%-32.4pp | 69.3%-27.8pp |
| Annual return | 10.02% | 10.02%0pp | 12.21%-2.2pp | 20.14%-10.1pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,684 | $2,289-26.4% | $3,149-46.5% | $3,203-47.4% |
| Admin fee / account holder | $0 | $4,065-100.0% | $4,221-100.0% | $4,296-100.0% |