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 | $119,159 | $63,861+86.6% | $104,625+13.9% | $79,852+49.2% |
| Participation rate | 30.8% | 64.9%-34.2pp | 74.1%-43.3pp | 69.6%-38.9pp |
| Annual return | 14.41% | 21.30%-6.9pp | 340.60%-326.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $88 | $1,588-94.4% | $2,681-96.7% | $2,471-96.4% |
| Participant deferral / active EE | $1,588 | $2,693-41.0% | $3,738-57.5% | $3,740-57.5% |
| Admin fee / account holder | $258 | $4,185-93.8% | $6,465-96.0% | $5,306-95.1% |