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 | $81,286 | $116,190-30.0% | $93,614-13.2% | $152,885-46.8% |
| Participation rate | 47.4% | 78.0%-30.7pp | 75.8%-28.5pp | 82.5%-35.1pp |
| Annual return | 24.09% | 35.96%-11.9pp | 32.76%-8.7pp | 345.39%-321.3pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,382 | $4,604-70.0% | $4,069-66.0% | $5,851-76.4% |
| Admin fee / account holder | $104 | $10,749-99.0% | $7,889-98.7% | $11,598-99.1% |