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 | $48,363 | $92,798-47.9% | $96,707-50.0% | $137,256-64.8% |
| Participation rate | 44.4% | 81.6%-37.2pp | 80.4%-35.9pp | 80.0%-35.5pp |
| Annual return | 15.83% | 31.24%-15.4pp | 34.78%-18.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $385 | $4,147-90.7% | $4,191-90.8% | $4,156-90.7% |
| Participant deferral / active EE | $2,025 | $5,877-65.5% | $5,997-66.2% | $6,407-68.4% |
| Admin fee / account holder | $24 | $7,946-99.7% | $7,503-99.7% | $12,270-99.8% |