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 | $67,111 | $88,672-24.3% | $105,223-36.2% | $82,448-18.6% |
| Participation rate | 22.9% | 67.9%-45.1pp | 75.0%-52.2pp | 68.1%-45.2pp |
| Annual return | 20.98% | 30.86%-9.9pp | 180.65%-159.7pp | 41.64%-20.7pp |
| Employer contribution / active EE | $704 | $3,048-76.9% | $3,689-80.9% | $2,551-72.4% |
| Participant deferral / active EE | $2,262 | $4,036-43.9% | $5,072-55.4% | $4,139-45.3% |
| Admin fee / account holder | $269 | $7,146-96.2% | $8,859-97.0% | $7,234-96.3% |