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 | $77,941 | $101,798-23.4% | $165,071-52.8% | $80,935-3.7% |
| Participation rate | 57.8% | 71.8%-14.1pp | 78.6%-20.8pp | 67.7%-9.9pp |
| Annual return | 10.97% | 16.73%-5.8pp | 70.17%-59.2pp | 35.66%-24.7pp |
| Employer contribution / active EE | $539 | $2,954-81.8% | $4,347-87.6% | $2,757-80.5% |
| Participant deferral / active EE | $5,385 | $4,476+20.3% | $6,035-10.8% | $4,299+25.3% |
| Admin fee / account holder | $151 | $8,221-98.2% | $12,695-98.8% | $6,924-97.8% |