Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $57,052 | $124,213-54.1% | $118,106-51.7% | $154,746-63.1% |
| Participation rate | 44.4% | 83.6%-39.2pp | 81.9%-37.4pp | 80.7%-36.3pp |
| Annual return | 17.98% | 18.29%-0.3pp | 19.44%-1.5pp | 172.34%-154.4pp |
| Employer contribution / active EE | $1,357 | $4,905-72.3% | $4,698-71.1% | $4,379-69.0% |
| Participant deferral / active EE | $3,459 | $6,859-49.6% | $6,619-47.7% | $6,730-48.6% |
| Admin fee / account holder | $204 | $9,627-97.9% | $8,973-97.7% | $14,365-98.6% |