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 | $35,408 | $96,956-63.5% | $69,779-49.3% | $273,972-87.1% |
| Participation rate | 37.5% | 77.1%-39.6pp | 71.8%-34.3pp | 83.0%-45.5pp |
| Annual return | 11.08% | 12.93%-1.9pp | 12.99%-1.9pp | 41.46%-30.4pp |
| Employer contribution / active EE | $0 | $3,316-100.0% | $2,338-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,843 | $3,744-24.1% | $2,931-3.0% | $5,287-46.2% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |