Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $140,537 | $89,364+57.3% | $141,177-0.5% | $72,983+92.6% |
| Participation rate | 67.6% | 75.1%-7.5pp | 82.5%-14.8pp | 69.5%-1.8pp |
| Annual return | 21.99% | 111.86%-89.9pp | 71.40%-49.4pp | 81.01%-59.0pp |
| Employer contribution / active EE | $110 | $3,115-96.5% | $4,736-97.7% | $2,440-95.5% |
| Participant deferral / active EE | $7,369 | $5,419+36.0% | $6,710+9.8% | $3,608+104.3% |
| Admin fee / account holder | $4 | $5,959-99.9% | $10,263-100.0% | $5,124-99.9% |