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 | $94,224 | $153,774-38.7% | $133,979-29.7% | $273,970-65.6% |
| Participation rate | 45.8% | 88.4%-42.5pp | 87.1%-41.2pp | 83.0%-37.2pp |
| Annual return | 11.23% | 36.51%-25.3pp | 29.30%-18.1pp | 41.46%-30.2pp |
| Employer contribution / active EE | $885 | $6,029-85.3% | $5,211-83.0% | $4,869-81.8% |
| Participant deferral / active EE | $2,806 | $6,958-59.7% | $6,282-55.3% | $5,287-46.9% |
| Admin fee / account holder | $7 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |