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 | $126,299 | $70,486+79.2% | $100,528+25.6% | $79,852+58.2% |
| Participation rate | 59.3% | 73.6%-14.4pp | 79.4%-20.2pp | 69.6%-10.4pp |
| Annual return | 25.30% | 21.90%+3.4pp | 30.90%-5.6pp | 31.72%-6.4pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,618 | $5,182+85.6% | $6,271+53.4% | $3,740+157.1% |
| Admin fee / account holder | $44 | $4,480-99.0% | $8,084-99.5% | $5,306-99.2% |