Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $18,528 | $62,672-70.4% | $185,117-90.0% | $70,126-73.6% |
| Participation rate | 19.0% | 63.8%-44.7pp | 77.3%-58.2pp | 69.5%-50.5pp |
| Annual return | 25.33% | 40.79%-15.5pp | 40.50%-15.2pp | 73.15%-47.8pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,863 | $3,272-43.0% | $5,045-63.1% | $3,332-44.1% |
| Admin fee / account holder | $139 | $3,932-96.5% | $8,159-98.3% | $4,645-97.0% |