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 | $49,413 | $76,551-35.5% | $123,894-60.1% | $62,881-21.4% |
| Participation rate | 53.3% | 73.0%-19.6pp | 81.4%-28.1pp | 69.3%-16.0pp |
| Annual return | 9.08% | 18.68%-9.6pp | 47.52%-38.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $302 | $2,882-89.5% | $4,617-93.5% | $2,281-86.8% |
| Participant deferral / active EE | $2,486 | $4,840-48.6% | $5,984-58.5% | $3,203-22.4% |
| Admin fee / account holder | $137 | $4,826-97.2% | $8,357-98.4% | $4,296-96.8% |