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 | $99,101 | $75,541+31.2% | $152,093-34.8% | $82,637+19.9% |
| Participation rate | 30.2% | 66.5%-36.3pp | 77.8%-47.5pp | 68.1%-37.8pp |
| Annual return | 18.65% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.9pp |
| Employer contribution / active EE | $8 | $2,622-99.7% | $4,175-99.8% | $2,552-99.7% |
| Participant deferral / active EE | $3,016 | $3,206-5.9% | $5,451-44.7% | $4,126-26.9% |
| Admin fee / account holder | $0 | $6,405-100.0% | $14,497-100.0% | $7,339-100.0% |