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 | $34,421 | $124,330-72.3% | $109,173-68.5% | $167,536-79.5% |
| Participation rate | 46.2% | 79.5%-33.3pp | 75.9%-29.7pp | 82.1%-36.0pp |
| Annual return | 13.85% | 26.04%-12.2pp | 25.75%-11.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $442 | $4,209-89.5% | $3,723-88.1% | $4,839-90.9% |
| Participant deferral / active EE | $2,129 | $5,256-59.5% | $4,654-54.3% | $6,342-66.4% |
| Admin fee / account holder | $21 | $7,974-99.7% | $6,755-99.7% | $12,315-99.8% |