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 | $169,180 | $174,379-3.0% | $152,093+11.2% | $138,895+21.8% |
| Participation rate | 41.7% | 81.6%-40.0pp | 77.8%-36.1pp | 79.9%-38.3pp |
| Annual return | 20.05% | 74.86%-54.8pp | 66.36%-46.3pp | 145.39%-125.3pp |
| Employer contribution / active EE | $671 | $4,652-85.6% | $4,175-83.9% | $4,194-84.0% |
| Participant deferral / active EE | $5,393 | $6,159-12.4% | $5,451-1.1% | $6,396-15.7% |
| Admin fee / account holder | $24 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |