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 | $11,988 | $58,099-79.4% | $76,902-84.4% | $75,177-84.1% |
| Participation rate | 33.3% | 63.9%-30.6pp | 69.6%-36.3pp | 67.2%-33.9pp |
| Annual return | 38.21% | 26.71%+11.5pp | 37.91%+0.3pp | 160.75%-122.5pp |
| Employer contribution / active EE | $128 | $1,996-93.6% | $2,534-95.0% | $2,671-95.2% |
| Participant deferral / active EE | $2,245 | $2,999-25.1% | $3,833-41.4% | $4,126-45.6% |
| Admin fee / account holder | $32 | $4,778-99.3% | $5,479-99.4% | $5,651-99.4% |