Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $44,722 | $51,202-12.7% | $70,548-36.6% | $75,181-40.5% |
| Participation rate | 32.1% | 61.0%-28.8pp | 68.3%-36.2pp | 67.2%-35.1pp |
| Annual return | 21.45% | 30.05%-8.6pp | 32.78%-11.3pp | 160.69%-139.2pp |
| Employer contribution / active EE | $0 | $1,827-100.0% | $2,975-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,080 | $2,850-27.0% | $4,567-54.5% | $4,126-49.6% |
| Admin fee / account holder | $0 | $4,094-100.0% | $6,424-100.0% | $5,650-100.0% |