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 | $63,476 | $74,535-14.8% | $100,712-37.0% | $82,637-23.2% |
| Participation rate | 35.3% | 61.2%-25.9pp | 69.3%-34.0pp | 68.1%-32.8pp |
| Annual return | 15.58% | 18.92%-3.3pp | 33.27%-17.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $208 | $1,503-86.1% | $2,313-91.0% | $2,552-91.8% |
| Participant deferral / active EE | $1,746 | $3,074-43.2% | $4,085-57.3% | $4,126-57.7% |
| Admin fee / account holder | $175 | $6,576-97.3% | $9,256-98.1% | $7,339-97.6% |