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 | $241,620 | $61,815+290.9% | $97,295+148.3% | $80,959+198.4% |
| Participation rate | 7.7% | 63.5%-55.8pp | 72.7%-65.0pp | 67.7%-60.0pp |
| Annual return | 13.97% | -558.73%+572.7pp | 75.62%-61.6pp | 35.67%-21.7pp |
| Employer contribution / active EE | $194 | $1,836-89.5% | $2,723-92.9% | $2,757-93.0% |
| Participant deferral / active EE | $1,575 | $3,027-48.0% | $4,264-63.1% | $4,300-63.4% |
| Admin fee / account holder | $266 | $5,166-94.8% | $5,646-95.3% | $6,925-96.2% |