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 | $97,308 | $63,346+53.6% | $92,240+5.5% | $70,126+38.8% |
| Participation rate | 42.2% | 68.7%-26.4pp | 76.5%-34.3pp | 69.5%-27.3pp |
| Annual return | 18.21% | 530.19%-512.0pp | 176.29%-158.1pp | 73.15%-54.9pp |
| Employer contribution / active EE | $383 | $2,471-84.5% | $3,680-89.6% | $2,343-83.7% |
| Participant deferral / active EE | $2,079 | $2,854-27.1% | $3,897-46.7% | $3,332-37.6% |
| Admin fee / account holder | $274 | $3,841-92.9% | $5,194-94.7% | $4,645-94.1% |