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 | $85,710 | $181,062-52.7% | $158,223-45.8% | $155,188-44.8% |
| Participation rate | 44.4% | 82.7%-38.2pp | 79.2%-34.8pp | 80.8%-36.4pp |
| Annual return | 18.22% | 57.39%-39.2pp | 52.09%-33.9pp | 148.84%-130.6pp |
| Employer contribution / active EE | $843 | $4,565-81.5% | $4,109-79.5% | $4,248-80.2% |
| Participant deferral / active EE | $3,531 | $6,134-42.4% | $5,467-35.4% | $6,531-45.9% |
| Admin fee / account holder | $15 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |