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 | $97,937 | $52,279+87.3% | $89,400+9.5% | $79,858+22.6% |
| Participation rate | 14.8% | 57.5%-42.7pp | 68.0%-53.2pp | 69.6%-54.8pp |
| Annual return | 16.10% | 22.16%-6.1pp | 245.64%-229.5pp | 31.72%-15.6pp |
| Employer contribution / active EE | $182 | $1,572-88.4% | $2,586-93.0% | $2,471-92.6% |
| Participant deferral / active EE | $1,089 | $2,740-60.3% | $3,890-72.0% | $3,740-70.9% |
| Admin fee / account holder | $35 | $3,356-98.9% | $4,882-99.3% | $5,306-99.3% |