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 | $54,882 | $55,713-1.5% | $75,894-27.7% | $72,983-24.8% |
| Participation rate | 25.0% | 61.1%-36.1pp | 69.3%-44.3pp | 69.5%-44.5pp |
| Annual return | 30.72% | 27.60%+3.1pp | 30.76%0pp | 81.01%-50.3pp |
| Employer contribution / active EE | $253 | $1,687-85.0% | $2,501-89.9% | $2,440-89.6% |
| Participant deferral / active EE | $2,362 | $2,634-10.3% | $3,603-34.4% | $3,608-34.5% |
| Admin fee / account holder | $57 | $3,980-98.6% | $5,420-99.0% | $5,124-98.9% |