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 | $48,011+381.7% | $63,803+262.5% | $82,637+179.8% |
| Participation rate | 7.9% | 66.6%-58.7pp | 72.7%-64.8pp | 68.1%-60.2pp |
| Annual return | 15.62% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $137 | $1,904-92.8% | $2,532-94.6% | $2,552-94.6% |
| Participant deferral / active EE | $1,247 | $2,846-56.2% | $3,843-67.6% | $4,126-69.8% |
| Admin fee / account holder | $40 | $3,873-99.0% | $5,196-99.2% | $7,339-99.5% |