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 | $157,701 | $96,558+63.3% | $80,977+94.7% | $273,972-42.4% |
| Participation rate | 42.9% | 79.1%-36.2pp | 75.8%-33.0pp | 83.0%-40.2pp |
| Annual return | 6.76% | 15.14%-8.4pp | 17.11%-10.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,524 | $6,598-46.6% | $5,696-38.1% | $5,287-33.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |