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 | $117,417 | $162,136-27.6% | $152,301-22.9% | $154,746-24.1% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.89% | 91.02%-72.1pp | 80.50%-61.6pp | 172.34%-153.4pp |
| Employer contribution / active EE | $871 | $4,890-82.2% | $4,624-81.2% | $4,379-80.1% |
| Participant deferral / active EE | $4,152 | $8,341-50.2% | $8,004-48.1% | $6,730-38.3% |
| Admin fee / account holder | $60 | $15,759-99.6% | $14,398-99.6% | $14,365-99.6% |