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 | $186,909 | $53,774+247.6% | $134,162+39.3% | $79,856+134.1% |
| Participation rate | 23.3% | 58.8%-35.4pp | 72.2%-48.9pp | 69.6%-46.3pp |
| Annual return | 13.05% | 19.01%-6.0pp | 36.35%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $0 | $1,322-100.0% | $3,705-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $980 | $2,420-59.5% | $3,500-72.0% | $3,741-73.8% |
| Admin fee / account holder | $27 | $3,985-99.3% | $6,685-99.6% | $5,306-99.5% |