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 | $241,442 | $103,387+133.5% | $87,102+177.2% | $152,885+57.9% |
| Participation rate | 22.2% | 79.4%-57.1pp | 76.9%-54.6pp | 82.5%-60.2pp |
| Annual return | 20.94% | 28.10%-7.2pp | 28.19%-7.2pp | 345.39%-324.4pp |
| Employer contribution / active EE | $586 | $3,221-81.8% | $2,521-76.8% | $4,763-87.7% |
| Participant deferral / active EE | $2,778 | $4,778-41.9% | $4,048-31.4% | $5,851-52.5% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |