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 | $107,611 | $162,812-33.9% | $133,971-19.7% | $158,966-32.3% |
| Participation rate | 54.5% | 83.2%-28.7pp | 79.8%-25.3pp | 82.0%-27.4pp |
| Annual return | 16.20% | 41.94%-25.7pp | 45.09%-28.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $613 | $4,976-87.7% | $3,919-84.3% | $4,762-87.1% |
| Participant deferral / active EE | $2,951 | $5,910-50.1% | $5,047-41.5% | $5,983-50.7% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |