Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $11,456 | $115,225-90.1% | $100,712-88.6% | $138,895-91.8% |
| Participation rate | 66.7% | 74.3%-7.7pp | 69.3%-2.6pp | 79.9%-13.3pp |
| Annual return | 32.52% | 40.35%-7.8pp | 33.27%-0.8pp | 145.39%-112.9pp |
| Employer contribution / active EE | $421 | $2,771-84.8% | $2,313-81.8% | $4,194-90.0% |
| Participant deferral / active EE | $6,267 | $4,699+33.4% | $4,085+53.4% | $6,396-2.0% |
| Admin fee / account holder | $38 | $10,844-99.7% | $9,256-99.6% | $12,562-99.7% |