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 | $50,234 | $81,331-38.2% | $155,534-67.7% | $80,935-37.9% |
| Participation rate | 13.0% | 66.3%-53.2pp | 78.2%-65.2pp | 67.7%-54.6pp |
| Annual return | 15.63% | 33.37%-17.7pp | 64.92%-49.3pp | 35.66%-20.0pp |
| Employer contribution / active EE | $175 | $3,105-94.4% | $4,675-96.3% | $2,757-93.7% |
| Participant deferral / active EE | $1,688 | $3,454-51.1% | $5,630-70.0% | $4,299-60.7% |
| Admin fee / account holder | $194 | $7,999-97.6% | $15,900-98.8% | $6,924-97.2% |