Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $126,119 | $69,273+82.1% | $90,796+38.9% | $82,637+52.6% |
| Participation rate | 11.4% | 64.0%-52.6pp | 69.5%-58.1pp | 68.1%-56.6pp |
| Annual return | 20.31% | 18.37%+1.9pp | 19.29%+1.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $339 | $1,865-81.8% | $2,294-85.2% | $2,552-86.7% |
| Participant deferral / active EE | $1,772 | $3,047-41.9% | $3,822-53.6% | $4,126-57.1% |
| Admin fee / account holder | $0 | $5,511-100.0% | $7,024-100.0% | $7,339-100.0% |