Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $41,497 | $106,247-60.9% | $96,515-57.0% | $139,466-70.2% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | 18.94% | 38.47%-19.5pp | 35.73%-16.8pp | 373.66%-354.7pp |
| Employer contribution / active EE | $583 | $4,106-85.8% | $3,740-84.4% | $4,754-87.7% |
| Participant deferral / active EE | $2,386 | $5,456-56.3% | $4,880-51.1% | $6,712-64.5% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |