Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $67,958 | $124,330-45.3% | $109,173-37.8% | $167,536-59.4% |
| Participation rate | 42.1% | 79.5%-37.3pp | 75.9%-33.8pp | 82.1%-40.0pp |
| Annual return | 11.35% | 26.04%-14.7pp | 25.75%-14.4pp | 478.82%-467.5pp |
| Employer contribution / active EE | $658 | $4,209-84.4% | $3,723-82.3% | $4,839-86.4% |
| Participant deferral / active EE | $1,765 | $5,256-66.4% | $4,654-62.1% | $6,342-72.2% |
| Admin fee / account holder | $6 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |