Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,771 | $111,814-38.5% | $103,378-33.5% | $145,978-52.9% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 10.77% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $602 | $4,215-85.7% | $3,870-84.5% | $4,662-87.1% |
| Participant deferral / active EE | $8,649 | $5,618+54.0% | $5,058+71.0% | $6,690+29.3% |
| Admin fee / account holder | $266 | $9,764-97.3% | $8,401-96.8% | $13,400-98.0% |