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 | $163,164 | $99,995+63.2% | $85,063+91.8% | $145,978+11.8% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 17.46% | 83.99%-66.5pp | 66.54%-49.1pp | 550.52%-533.1pp |
| Employer contribution / active EE | $162 | $3,231-95.0% | $2,727-94.1% | $4,662-96.5% |
| Participant deferral / active EE | $4,250 | $5,295-19.7% | $4,523-6.0% | $6,690-36.5% |
| Admin fee / account holder | $237 | $7,255-96.7% | $6,155-96.1% | $13,400-98.2% |