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 | $113,758 | $110,410+3.0% | $102,437+11.1% | $145,897-22.0% |
| Participation rate | 28.6% | 77.9%-49.4pp | 74.5%-45.9pp | 80.3%-51.7pp |
| Annual return | 9.12% | 24.85%-15.7pp | 24.95%-15.8pp | 552.29%-543.2pp |
| Employer contribution / active EE | $797 | $4,217-81.1% | $3,871-79.4% | $4,663-82.9% |
| Participant deferral / active EE | $2,327 | $5,622-58.6% | $5,060-54.0% | $6,689-65.2% |
| Admin fee / account holder | $118 | $9,745-98.8% | $8,388-98.6% | $13,390-99.1% |