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 | $77,751 | $185,312-58.0% | $161,489-51.9% | $154,746-49.8% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 20.04% | 103.84%-83.8pp | 89.72%-69.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $898 | $4,769-81.2% | $4,268-79.0% | $4,379-79.5% |
| Participant deferral / active EE | $4,205 | $6,350-33.8% | $5,630-25.3% | $6,730-37.5% |
| Admin fee / account holder | $102 | $18,654-99.5% | $16,006-99.4% | $14,365-99.3% |