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 | $33,394 | $77,638-57.0% | $156,551-78.7% | $62,881-46.9% |
| Participation rate | 35.6% | 71.2%-35.6pp | 84.0%-48.5pp | 69.3%-33.7pp |
| Annual return | 6.06% | 50.33%-44.3pp | 32.23%-26.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $285 | $3,444-91.7% | $5,501-94.8% | $2,281-87.5% |
| Participant deferral / active EE | $979 | $3,046-67.9% | $4,871-79.9% | $3,203-69.4% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |