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 | $102,564 | $85,766+19.6% | $136,298-24.8% | $70,126+46.3% |
| Participation rate | 63.3% | 74.2%-10.8pp | 81.9%-18.6pp | 69.5%-6.2pp |
| Annual return | 16.87% | 31.46%-14.6pp | 5156.27%-5139.4pp | 73.15%-56.3pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,435 | $5,051+7.6% | $6,247-13.0% | $3,332+63.1% |
| Admin fee / account holder | $265 | $5,421-95.1% | $9,244-97.1% | $4,645-94.3% |