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 | $35,572 | $64,324-44.7% | $118,946-70.1% | $79,852-55.5% |
| Participation rate | 53.8% | 64.9%-11.0pp | 75.4%-21.5pp | 69.6%-15.8pp |
| Annual return | 15.27% | 86.45%-71.2pp | 35.89%-20.6pp | 31.72%-16.5pp |
| Employer contribution / active EE | $22 | $1,836-98.8% | $3,263-99.3% | $2,471-99.1% |
| Participant deferral / active EE | $1,585 | $2,824-43.9% | $4,266-62.9% | $3,740-57.6% |
| Admin fee / account holder | $6 | $4,040-99.9% | $6,581-99.9% | $5,306-99.9% |