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 | $199,972 | $154,228+29.7% | $145,433+37.5% | $137,256+45.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 14.98% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $405 | $4,804-91.6% | $4,554-91.1% | $4,156-90.3% |
| Participant deferral / active EE | $10,125 | $8,216+23.2% | $7,897+28.2% | $6,407+58.0% |
| Admin fee / account holder | $91 | $14,344-99.4% | $13,129-99.3% | $12,270-99.3% |