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 | $52,523 | $172,111-69.5% | $150,298-65.1% | $137,256-61.7% |
| Participation rate | 52.2% | 81.7%-29.5pp | 77.8%-25.6pp | 80.0%-27.8pp |
| Annual return | 17.62% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.7pp |
| Employer contribution / active EE | $775 | $4,636-83.3% | $4,154-81.3% | $4,156-81.4% |
| Participant deferral / active EE | $3,307 | $6,166-46.4% | $5,453-39.3% | $6,407-48.4% |
| Admin fee / account holder | $196 | $16,471-98.8% | $14,116-98.6% | $12,270-98.4% |