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 | $39,809 | $61,660-35.4% | $80,022-50.3% | $64,173-38.0% |
| Participation rate | 54.3% | 71.7%-17.4pp | 75.8%-21.5pp | 69.6%-15.3pp |
| Annual return | -3.27% | -0.33%-2.9pp | 11.22%-14.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $200 | $1,810-89.0% | $2,468-91.9% | $2,381-91.6% |
| Participant deferral / active EE | $1,567 | $2,968-47.2% | $3,686-57.5% | $3,470-54.8% |
| Admin fee / account holder | $98 | $5,417-98.2% | $6,521-98.5% | $4,887-98.0% |