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 | $83,410 | $100,139-16.7% | $85,187-2.1% | $145,884-42.8% |
| Participation rate | 45.0% | 74.1%-29.1pp | 67.5%-22.5pp | 80.3%-35.3pp |
| Annual return | 15.00% | 84.15%-69.1pp | 66.67%-51.7pp | 551.85%-536.8pp |
| Employer contribution / active EE | $95 | $3,238-97.1% | $2,732-96.5% | $4,662-98.0% |
| Participant deferral / active EE | $3,121 | $5,296-41.1% | $4,525-31.0% | $6,690-53.3% |
| Admin fee / account holder | $12 | $7,262-99.8% | $6,162-99.8% | $13,392-99.9% |