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 | $116,727 | $138,312-15.6% | $122,979-5.1% | $155,188-24.8% |
| Participation rate | 33.3% | 80.2%-46.9pp | 77.2%-43.9pp | 80.8%-47.5pp |
| Annual return | 14.02% | 22.06%-8.0pp | 20.12%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $400 | $3,530-88.7% | $3,062-86.9% | $4,248-90.6% |
| Participant deferral / active EE | $2,124 | $5,592-62.0% | $5,003-57.6% | $6,531-67.5% |
| Admin fee / account holder | $9 | $15,089-99.9% | $12,864-99.9% | $14,480-99.9% |