Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $35,756 | $64,920-44.9% | $103,693-65.5% | $86,983-58.9% |
| Participation rate | 32.4% | 63.6%-31.2pp | 72.6%-40.2pp | 69.5%-37.1pp |
| Annual return | 20.76% | 30.29%-9.5pp | 47.61%-26.9pp | 25.83%-5.1pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,672 | $3,241-17.6% | $4,579-41.7% | $4,194-36.3% |
| Admin fee / account holder | $160 | $6,191-97.4% | $7,858-98.0% | $7,856-98.0% |