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 | $30,926 | $101,795-69.6% | $165,100-81.3% | $80,959-61.8% |
| Participation rate | 25.0% | 71.8%-46.8pp | 78.6%-53.6pp | 67.7%-42.7pp |
| Annual return | 16.11% | 16.73%-0.6pp | 70.21%-54.1pp | 35.67%-19.6pp |
| Employer contribution / active EE | $792 | $2,954-73.2% | $4,348-81.8% | $2,757-71.3% |
| Participant deferral / active EE | $2,000 | $4,476-55.3% | $6,035-66.9% | $4,300-53.5% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |