Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,155 | $106,247-0.1% | $96,515+10.0% | $139,466-23.9% |
| Participation rate | 22.2% | 77.8%-55.6pp | 74.3%-52.1pp | 80.3%-58.1pp |
| Annual return | 19.59% | 38.47%-18.9pp | 35.73%-16.1pp | 373.66%-354.1pp |
| Employer contribution / active EE | $449 | $4,106-89.1% | $3,740-88.0% | $4,754-90.6% |
| Participant deferral / active EE | $3,152 | $5,456-42.2% | $4,880-35.4% | $6,712-53.0% |
| Admin fee / account holder | $20 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |