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 | $82,920 | $89,259-7.1% | $107,187-22.6% | $82,637+0.3% |
| Participation rate | 45.2% | 67.9%-22.8pp | 75.0%-29.9pp | 68.1%-22.9pp |
| Annual return | 13.19% | 21.02%-7.8pp | 204.55%-191.4pp | 53.51%-40.3pp |
| Employer contribution / active EE | $253 | $3,080-91.8% | $3,782-93.3% | $2,552-90.1% |
| Participant deferral / active EE | $3,479 | $4,037-13.8% | $5,096-31.7% | $4,126-15.7% |
| Admin fee / account holder | $217 | $7,381-97.1% | $9,162-97.6% | $7,339-97.0% |