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 | $82,553 | $65,364+26.3% | $92,909-11.1% | $72,975+13.1% |
| Participation rate | 57.1% | 68.3%-11.2pp | 76.0%-18.9pp | 69.5%-12.3pp |
| Annual return | 23.14% | 42.11%-19.0pp | 109.44%-86.3pp | 81.01%-57.9pp |
| Employer contribution / active EE | $229 | $2,594-91.2% | $3,653-93.7% | $2,440-90.6% |
| Participant deferral / active EE | $2,300 | $3,128-26.5% | $4,238-45.7% | $3,608-36.3% |
| Admin fee / account holder | $115 | $4,251-97.3% | $5,795-98.0% | $5,124-97.8% |