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 | $192,003 | $105,284+82.4% | $150,734+27.4% | $94,015+104.2% |
| Participation rate | 34.5% | 71.7%-37.2pp | 78.4%-43.9pp | 70.8%-36.3pp |
| Annual return | 18.72% | 15.67%+3.1pp | 600.81%-582.1pp | 17.84%+0.9pp |
| Employer contribution / active EE | $492 | $3,599-86.3% | $4,918-90.0% | $2,790-82.4% |
| Participant deferral / active EE | $2,517 | $4,274-41.1% | $5,610-55.1% | $4,249-40.8% |
| Admin fee / account holder | $21 | $9,839-99.8% | $14,905-99.9% | $8,951-99.8% |