Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $150,223 | $56,894+164.0% | $84,753+77.2% | $62,881+138.9% |
| Participation rate | 21.2% | 68.5%-47.3pp | 76.6%-55.4pp | 69.3%-48.1pp |
| Annual return | 7.64% | 6.30%+1.3pp | 22.78%-15.1pp | 20.14%-12.5pp |
| Employer contribution / active EE | $207 | $2,400-91.4% | $3,574-94.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,372 | $2,709-49.4% | $3,712-63.0% | $3,203-57.2% |
| Admin fee / account holder | $216 | $3,581-94.0% | $5,333-96.0% | $4,296-95.0% |