Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,978 | $36,948+81.3% | $73,658-9.1% | $87,485-23.4% |
| Participation rate | 3.0% | 46.8%-43.8pp | 57.0%-54.0pp | 68.9%-65.9pp |
| Annual return | 33.64% | 28.64%+5.0pp | 29.72%+3.9pp | 26.06%+7.6pp |
| Employer contribution / active EE | $43 | $670-93.6% | $1,032-95.8% | $2,596-98.3% |
| Participant deferral / active EE | $939 | $1,379-31.9% | $2,062-54.4% | $4,274-78.0% |
| Admin fee / account holder | $236 | $2,531-90.7% | $3,357-93.0% | $7,775-97.0% |