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 | $47,659 | $65,034-26.7% | $90,970-47.6% | $79,856-40.3% |
| Participation rate | 41.5% | 61.6%-20.2pp | 69.0%-27.6pp | 69.6%-28.2pp |
| Annual return | 18.34% | 30.45%-12.1pp | 134.60%-116.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,161 | $2,512-53.8% | $3,373-65.6% | $3,741-69.0% |
| Admin fee / account holder | $152 | $4,536-96.7% | $5,961-97.5% | $5,306-97.1% |