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 | $65,175 | $118,467-45.0% | $98,450-33.8% | $139,456-53.3% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 15.33% | 18.95%-3.6pp | 21.16%-5.8pp | 373.45%-358.1pp |
| Employer contribution / active EE | $566 | $3,611-84.3% | $3,049-81.4% | $4,753-88.1% |
| Participant deferral / active EE | $2,387 | $5,393-55.7% | $4,739-49.6% | $6,711-64.4% |
| Admin fee / account holder | $11 | $14,057-99.9% | $8,961-99.9% | $11,407-99.9% |