Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $101,271 | $39,132+158.8% | $57,196+77.1% | $62,881+61.1% |
| Participation rate | 3.8% | 70.5%-66.6pp | 75.3%-71.5pp | 69.3%-65.5pp |
| Annual return | 20.51% | 9.24%+11.3pp | 14.59%+5.9pp | 20.14%+0.4pp |
| Employer contribution / active EE | $249 | $1,874-86.7% | $2,683-90.7% | $2,281-89.1% |
| Participant deferral / active EE | $923 | $2,374-61.1% | $3,096-70.2% | $3,203-71.2% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |