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 | $44,961 | $138,386-67.5% | $184,260-75.6% | $80,935-44.4% |
| Participation rate | 49.5% | 83.9%-34.4pp | 86.8%-37.4pp | 67.7%-18.2pp |
| Annual return | 20.09% | 20.02%+0.1pp | 28.84%-8.7pp | 35.66%-15.6pp |
| Employer contribution / active EE | $930 | $4,851-80.8% | $6,427-85.5% | $2,757-66.3% |
| Participant deferral / active EE | $3,260 | $7,076-53.9% | $9,133-64.3% | $4,299-24.2% |
| Admin fee / account holder | $204 | $10,489-98.1% | $13,898-98.5% | $6,924-97.1% |