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 | $120,389 | $91,559+31.5% | $133,959-10.1% | $79,858+50.8% |
| Participation rate | 34.5% | 73.3%-38.9pp | 79.8%-45.4pp | 69.6%-35.2pp |
| Annual return | 10.35% | 61.85%-51.5pp | 45.09%-34.7pp | 31.72%-21.4pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,977 | $3,734-20.3% | $5,047-41.0% | $3,740-20.4% |
| Admin fee / account holder | $73 | $6,321-98.9% | $8,928-99.2% | $5,306-98.6% |