Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,756 | $107,733-57.5% | $92,985-50.8% | $154,746-70.4% |
| Participation rate | 42.1% | 74.6%-32.5pp | 69.5%-27.4pp | 80.7%-38.6pp |
| Annual return | 17.28% | 30.39%-13.1pp | 27.99%-10.7pp | 172.34%-155.1pp |
| Employer contribution / active EE | $448 | $3,126-85.7% | $2,662-83.2% | $4,379-89.8% |
| Participant deferral / active EE | $2,704 | $5,053-46.5% | $4,377-38.2% | $6,730-59.8% |
| Admin fee / account holder | $180 | $11,369-98.4% | $9,463-98.1% | $14,365-98.7% |