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 | $91,816 | $108,212-15.2% | $77,513+18.5% | $158,966-42.2% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 16.05% | 31.67%-15.6pp | 54.81%-38.8pp | 302.95%-286.9pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $731 | $2,455-70.2% | $1,861-60.7% | $5,983-87.8% |
| Admin fee / account holder | $172 | $3,709-95.4% | $2,859-94.0% | $11,250-98.5% |