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 | $55,421 | $77,574-28.6% | $108,753-49.0% | $86,983-36.3% |
| Participation rate | 20.9% | 62.3%-41.4pp | 71.1%-50.2pp | 69.5%-48.6pp |
| Annual return | 15.15% | 18.42%-3.3pp | 37.47%-22.3pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,270 | $3,128-59.4% | $4,115-69.1% | $4,194-69.7% |
| Admin fee / account holder | $4 | $6,529-99.9% | $10,320-100.0% | $7,856-100.0% |