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 | $89,237 | $81,358+9.7% | $155,556-42.6% | $80,959+10.2% |
| Participation rate | 23.3% | 66.3%-42.9pp | 78.2%-54.9pp | 67.7%-44.3pp |
| Annual return | 22.55% | 33.39%-10.8pp | 64.84%-42.3pp | 35.67%-13.1pp |
| Employer contribution / active EE | $332 | $3,106-89.3% | $4,675-92.9% | $2,757-88.0% |
| Participant deferral / active EE | $2,171 | $3,455-37.2% | $5,631-61.5% | $4,300-49.5% |
| Admin fee / account holder | $47 | $7,994-99.4% | $15,885-99.7% | $6,925-99.3% |