Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $52,417 | $111,814-53.1% | $103,378-49.3% | $145,978-64.1% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.5%-65.4pp | 80.3%-71.2pp |
| Annual return | 10.06% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.5pp |
| Employer contribution / active EE | $272 | $4,215-93.5% | $3,870-93.0% | $4,662-94.2% |
| Participant deferral / active EE | $2,312 | $5,618-58.8% | $5,058-54.3% | $6,690-65.4% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |