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 | $68,862 | $97,125-29.1% | $86,233-20.1% | $137,256-49.8% |
| Participation rate | 35.7% | 74.2%-38.5pp | 69.0%-33.3pp | 80.0%-44.2pp |
| Annual return | 11.29% | 74.19%-62.9pp | 61.39%-50.1pp | 220.34%-209.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,678 | $5,180-67.6% | $4,559-63.2% | $6,407-73.8% |
| Admin fee / account holder | $77 | $9,725-99.2% | $8,342-99.1% | $12,270-99.4% |