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 | $35,940 | $67,411-46.7% | $91,004-60.5% | $70,126-48.7% |
| Participation rate | 67.5% | 71.4%-3.9pp | 75.6%-8.1pp | 69.5%-2.0pp |
| Annual return | 14.89% | -40.16%+55.1pp | 4.60%+10.3pp | 73.15%-58.3pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,186 | $2,823-22.6% | $3,548-38.4% | $3,332-34.4% |
| Admin fee / account holder | $223 | $4,236-94.7% | $5,417-95.9% | $4,645-95.2% |