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 | $47,093 | $138,393-66.0% | $184,256-74.4% | $80,959-41.8% |
| Participation rate | 29.0% | 83.9%-54.9pp | 86.8%-57.8pp | 67.7%-38.6pp |
| Annual return | 15.90% | 20.01%-4.1pp | 28.85%-12.9pp | 35.67%-19.8pp |
| Employer contribution / active EE | $952 | $4,847-80.4% | $6,427-85.2% | $2,757-65.5% |
| Participant deferral / active EE | $3,360 | $7,076-52.5% | $9,133-63.2% | $4,300-21.9% |
| Admin fee / account holder | $160 | $10,489-98.5% | $13,899-98.8% | $6,925-97.7% |