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 | $34,162 | $101,795-66.4% | $165,100-79.3% | $80,959-57.8% |
| Participation rate | 33.3% | 71.8%-38.5pp | 78.6%-45.3pp | 67.7%-34.3pp |
| Annual return | 17.19% | 16.73%+0.5pp | 70.21%-53.0pp | 35.67%-18.5pp |
| Employer contribution / active EE | $701 | $2,954-76.3% | $4,348-83.9% | $2,757-74.6% |
| Participant deferral / active EE | $2,327 | $4,476-48.0% | $6,035-61.4% | $4,300-45.9% |
| Admin fee / account holder | $174 | $8,221-97.9% | $12,696-98.6% | $6,925-97.5% |