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 | $127,012 | $178,174-28.7% | $156,181-18.7% | $137,256-7.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.8%-38.8pp | 80.0%-40.0pp |
| Annual return | 15.13% | 84.19%-69.1pp | 64.87%-49.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $822 | $4,972-83.5% | $4,294-80.9% | $4,156-80.2% |
| Participant deferral / active EE | $4,244 | $6,888-38.4% | $6,132-30.8% | $6,407-33.8% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |