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 | $141,871 | $172,111-17.6% | $150,298-5.6% | $137,256+3.4% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 17.89% | 69.37%-51.5pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $554 | $4,636-88.0% | $4,154-86.7% | $4,156-86.7% |
| Participant deferral / active EE | $8,630 | $6,166+40.0% | $5,453+58.3% | $6,407+34.7% |
| Admin fee / account holder | $220 | $16,471-98.7% | $14,116-98.4% | $12,270-98.2% |