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 | $50,848 | $58,493-13.1% | $84,021-39.5% | $72,975-30.3% |
| Participation rate | 57.5% | 61.2%-3.7pp | 69.0%-11.5pp | 69.5%-12.0pp |
| Annual return | 20.39% | 28.93%-8.5pp | 71.32%-50.9pp | 81.01%-60.6pp |
| Employer contribution / active EE | $203 | $1,163-82.5% | $1,984-89.8% | $2,440-91.7% |
| Participant deferral / active EE | $1,312 | $2,394-45.2% | $3,239-59.5% | $3,608-63.6% |
| Admin fee / account holder | $181 | $4,569-96.0% | $6,102-97.0% | $5,124-96.5% |