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 | $74,290 | $217,427-65.8% | $185,837-60.0% | $167,518-55.7% |
| Participation rate | 30.8% | 86.0%-55.3pp | 81.7%-50.9pp | 82.1%-51.3pp |
| Annual return | 20.34% | 148.39%-128.1pp | 122.08%-101.7pp | 478.71%-458.4pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,832 | $6,357-55.4% | $5,568-49.1% | $6,342-55.3% |
| Admin fee / account holder | $20 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |