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 | $32,602 | $89,370-63.5% | $141,197-76.9% | $72,976-55.3% |
| Participation rate | 43.0% | 75.1%-32.1pp | 82.5%-39.5pp | 69.5%-26.5pp |
| Annual return | 72.01% | 111.88%-39.9pp | 71.41%+0.6pp | 81.02%-9.0pp |
| Employer contribution / active EE | $279 | $3,115-91.0% | $4,736-94.1% | $2,440-88.6% |
| Participant deferral / active EE | $3,906 | $5,419-27.9% | $6,710-41.8% | $3,608+8.3% |
| Admin fee / account holder | $26 | $5,957-99.6% | $10,265-99.7% | $5,124-99.5% |