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 | $36,299 | $75,541-51.9% | $152,093-76.1% | $82,637-56.1% |
| Participation rate | 15.4% | 66.5%-51.2pp | 77.8%-62.4pp | 68.1%-52.7pp |
| Annual return | 18.96% | 32.56%-13.6pp | 66.36%-47.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $315 | $2,622-88.0% | $4,175-92.5% | $2,552-87.7% |
| Participant deferral / active EE | $1,254 | $3,206-60.9% | $5,451-77.0% | $4,126-69.6% |
| Admin fee / account holder | $218 | $6,405-96.6% | $14,497-98.5% | $7,339-97.0% |