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 | $107,685 | $91,559+17.6% | $133,959-19.6% | $79,858+34.8% |
| Participation rate | 32.3% | 73.3%-41.1pp | 79.8%-47.6pp | 69.6%-37.4pp |
| Annual return | 10.32% | 61.85%-51.5pp | 45.09%-34.8pp | 31.72%-21.4pp |
| Employer contribution / active EE | $187 | $2,384-92.2% | $3,919-95.2% | $2,471-92.4% |
| Participant deferral / active EE | $1,770 | $3,734-52.6% | $5,047-64.9% | $3,740-52.7% |
| Admin fee / account holder | $262 | $6,321-95.9% | $8,928-97.1% | $5,306-95.1% |