Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,478 | $115,225-75.3% | $100,712-71.7% | $138,895-79.5% |
| Participation rate | 25.0% | 74.3%-49.3pp | 69.3%-44.3pp | 79.9%-54.9pp |
| Annual return | 27.23% | 40.35%-13.1pp | 33.27%-6.0pp | 145.39%-118.2pp |
| Employer contribution / active EE | $298 | $2,771-89.3% | $2,313-87.1% | $4,194-92.9% |
| Participant deferral / active EE | $3,000 | $4,699-36.2% | $4,085-26.6% | $6,396-53.1% |
| Admin fee / account holder | $74 | $10,844-99.3% | $9,256-99.2% | $12,562-99.4% |