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 | $48,659 | $69,273-29.8% | $90,796-46.4% | $82,637-41.1% |
| Participation rate | 17.5% | 64.0%-46.6pp | 69.5%-52.0pp | 68.1%-50.6pp |
| Annual return | 18.10% | 18.37%-0.3pp | 19.29%-1.2pp | 53.51%-35.4pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $2,294-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,286 | $3,047-57.8% | $3,822-66.4% | $4,126-68.8% |
| Admin fee / account holder | $3 | $5,511-99.9% | $7,024-100.0% | $7,339-100.0% |