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 | $123,243 | $124,330-0.9% | $109,173+12.9% | $167,536-26.4% |
| Participation rate | 55.0% | 79.5%-24.5pp | 75.9%-20.9pp | 82.1%-27.1pp |
| Annual return | 22.95% | 26.04%-3.1pp | 25.75%-2.8pp | 478.82%-455.9pp |
| Employer contribution / active EE | $448 | $4,209-89.4% | $3,723-88.0% | $4,839-90.7% |
| Participant deferral / active EE | $2,523 | $5,256-52.0% | $4,654-45.8% | $6,342-60.2% |
| Admin fee / account holder | $238 | $7,974-97.0% | $6,755-96.5% | $12,315-98.1% |