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 | $88,109 | $152,612-42.3% | $125,192-29.6% | $152,897-42.4% |
| Participation rate | 57.1% | 83.3%-26.2pp | 79.8%-22.6pp | 82.5%-25.3pp |
| Annual return | 25.89% | 54.85%-29.0pp | 43.79%-17.9pp | 345.43%-319.5pp |
| Employer contribution / active EE | $605 | $4,947-87.8% | $3,866-84.3% | $4,764-87.3% |
| Participant deferral / active EE | $2,660 | $5,868-54.7% | $4,937-46.1% | $5,851-54.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |