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 | $94,773 | $81,504+16.3% | $102,437-7.5% | $80,959+17.1% |
| Participation rate | 43.3% | 66.9%-23.5pp | 74.5%-31.2pp | 67.7%-24.3pp |
| Annual return | 16.90% | 25.60%-8.7pp | 24.95%-8.0pp | 35.67%-18.8pp |
| Employer contribution / active EE | $759 | $3,104-75.5% | $3,871-80.4% | $2,757-72.5% |
| Participant deferral / active EE | $2,025 | $3,871-47.7% | $5,060-60.0% | $4,300-52.9% |
| Admin fee / account holder | $87 | $6,719-98.7% | $8,388-99.0% | $6,925-98.7% |