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 | $76,485 | $71,197+7.4% | $93,669-18.3% | $80,925-5.5% |
| Participation rate | 9.3% | 60.4%-51.1pp | 68.7%-59.4pp | 67.7%-58.4pp |
| Annual return | 18.19% | 11.27%+6.9pp | 133.59%-115.4pp | 35.65%-17.5pp |
| Employer contribution / active EE | $145 | $1,565-90.7% | $2,424-94.0% | $2,756-94.7% |
| Participant deferral / active EE | $2,082 | $4,036-48.4% | $4,416-52.9% | $4,299-51.6% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |