Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $24,059 | $75,541-68.2% | $152,093-84.2% | $82,637-70.9% |
| Participation rate | 31.4% | 66.5%-35.2pp | 77.8%-46.4pp | 68.1%-36.7pp |
| Annual return | 19.14% | 32.56%-13.4pp | 66.36%-47.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,188 | $3,206-62.9% | $5,451-78.2% | $4,126-71.2% |
| Admin fee / account holder | $179 | $6,405-97.2% | $14,497-98.8% | $7,339-97.6% |