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.
Participant 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 | $216,489 | $86,940+149.0% | $102,434+111.3% | $80,935+167.5% |
| Participation rate | 14.8% | 72.4%-57.6pp | 76.5%-61.7pp | 67.7%-52.8pp |
| Annual return | 18.12% | 18.89%-0.8pp | 29.46%-11.3pp | 35.66%-17.5pp |
| Employer contribution / active EE | $1,048 | $2,370-55.8% | $3,023-65.3% | $2,757-62.0% |
| Participant deferral / active EE | $1,832 | $4,121-55.6% | $5,055-63.8% | $4,299-57.4% |
| Admin fee / account holder | $34 | $8,047-99.6% | $9,462-99.6% | $6,924-99.5% |