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 | $231,256 | $47,479+387.1% | $62,929+267.5% | $82,448+180.5% |
| Participation rate | 7.9% | 66.9%-59.0pp | 73.1%-65.2pp | 68.1%-60.2pp |
| Annual return | 15.62% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $137 | $1,885-92.7% | $2,505-94.5% | $2,551-94.6% |
| Participant deferral / active EE | $1,247 | $2,870-56.6% | $3,888-67.9% | $4,139-69.9% |
| Admin fee / account holder | $40 | $3,804-98.9% | $5,065-99.2% | $7,234-99.4% |