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 | $241,263 | $83,898+187.6% | $133,346+80.9% | $94,015+156.6% |
| Participation rate | 22.2% | 63.4%-41.1pp | 72.8%-50.6pp | 70.8%-48.6pp |
| Annual return | 16.68% | 16.00%+0.7pp | 36.85%-20.2pp | 17.84%-1.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,181 | $3,245-2.0% | $4,332-26.6% | $4,249-25.2% |
| Admin fee / account holder | $2 | $7,809-100.0% | $14,264-100.0% | $8,951-100.0% |