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 | $34,166 | $112,729-69.7% | $98,716-65.4% | $137,256-75.1% |
| Participation rate | 30.0% | 74.2%-44.2pp | 69.3%-39.3pp | 80.0%-50.0pp |
| Annual return | 20.10% | 38.48%-18.4pp | 31.81%-11.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $303 | $2,725-88.9% | $2,279-86.7% | $4,156-92.7% |
| Participant deferral / active EE | $3,526 | $4,640-24.0% | $4,048-12.9% | $6,407-45.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |