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 | $59,555 | $88,707-32.9% | $74,184-19.7% | $273,972-78.3% |
| Participation rate | 11.1% | 79.4%-68.3pp | 76.6%-65.5pp | 83.0%-71.9pp |
| Annual return | 9.30% | 11.94%-2.6pp | 17.74%-8.4pp | 41.46%-32.2pp |
| Employer contribution / active EE | $520 | $3,159-83.5% | $2,370-78.1% | $4,869-89.3% |
| Participant deferral / active EE | $2,667 | $4,212-36.7% | $3,550-24.9% | $5,287-49.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |