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 | $44,084 | $41,981+5.0% | $63,412-30.5% | $59,633-26.1% |
| Participation rate | 57.6% | 60.3%-2.7pp | 67.1%-9.5pp | 68.7%-11.1pp |
| Annual return | 1.35% | 13.04%-11.7pp | 4.04%-2.7pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,287-100.0% | $1,814-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,423 | $2,002-28.9% | $2,496-43.0% | $3,192-55.4% |
| Admin fee / account holder | $186 | $3,509-94.7% | $3,753-95.0% | $4,297-95.7% |