Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $21,576 | $76,407-71.8% | $150,298-85.6% | $82,448-73.8% |
| Participation rate | 22.9% | 66.4%-43.5pp | 77.8%-54.8pp | 68.1%-45.2pp |
| Annual return | 18.97% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,143 | $3,214-64.4% | $5,453-79.0% | $4,139-72.4% |
| Admin fee / account holder | $140 | $6,352-97.8% | $14,116-99.0% | $7,234-98.1% |