Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $37,603 | $86,949-56.8% | $102,460-63.3% | $80,959-53.6% |
| Participation rate | 34.6% | 72.4%-37.8pp | 76.5%-41.9pp | 67.7%-33.1pp |
| Annual return | 15.65% | 18.89%-3.2pp | 29.47%-13.8pp | 35.67%-20.0pp |
| Employer contribution / active EE | $569 | $2,370-76.0% | $3,025-81.2% | $2,757-79.4% |
| Participant deferral / active EE | $2,643 | $4,121-35.9% | $5,056-47.7% | $4,300-38.5% |
| Admin fee / account holder | $63 | $8,048-99.2% | $9,460-99.3% | $6,925-99.1% |