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 | $160,468 | $115,814+38.6% | $101,275+58.4% | $158,982+0.9% |
| Participation rate | 37.5% | 79.4%-41.9pp | 75.8%-38.3pp | 82.0%-44.5pp |
| Annual return | 9.00% | 56.16%-47.2pp | 46.48%-37.5pp | 302.99%-294.0pp |
| Employer contribution / active EE | $738 | $4,176-82.3% | $3,660-79.8% | $4,763-84.5% |
| Participant deferral / active EE | $2,642 | $4,958-46.7% | $4,371-39.5% | $5,983-55.8% |
| Admin fee / account holder | $235 | $7,249-96.8% | $5,948-96.1% | $11,252-97.9% |