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 | $56,945 | $182,442-68.8% | $163,379-65.1% | $138,895-59.0% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.8%-31.8pp | 79.9%-34.9pp |
| Annual return | 16.99% | 72.74%-55.7pp | 63.41%-46.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,154 | $6,817-53.7% | $6,282-49.8% | $6,396-50.7% |
| Admin fee / account holder | $241 | $10,396-97.7% | $9,818-97.5% | $12,562-98.1% |