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 | $49,766 | $108,825-54.3% | $156,181-68.1% | $82,448-39.6% |
| Participation rate | 24.1% | 72.4%-48.2pp | 78.8%-54.7pp | 68.1%-43.9pp |
| Annual return | 24.39% | 20.59%+3.8pp | 64.87%-40.5pp | 41.64%-17.2pp |
| Employer contribution / active EE | $723 | $2,870-74.8% | $4,294-83.2% | $2,551-71.7% |
| Participant deferral / active EE | $2,394 | $4,577-47.7% | $6,132-61.0% | $4,139-42.2% |
| Admin fee / account holder | $0 | $9,341-100.0% | $14,586-100.0% | $7,234-100.0% |