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 | $60,081 | $78,425-23.4% | $95,956-37.4% | $79,858-24.8% |
| Participation rate | 60.5% | 73.5%-13.0pp | 77.1%-16.6pp | 69.6%-9.2pp |
| Annual return | 14.01% | 19.37%-5.4pp | 91.63%-77.6pp | 31.72%-17.7pp |
| Employer contribution / active EE | $380 | $1,945-80.4% | $2,541-85.0% | $2,471-84.6% |
| Participant deferral / active EE | $2,694 | $3,440-21.7% | $4,167-35.3% | $3,740-28.0% |
| Admin fee / account holder | $105 | $5,622-98.1% | $6,797-98.4% | $5,306-98.0% |