Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $190,137 | $160,028+18.8% | $147,080+29.3% | $145,884+30.3% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.99% | 98.60%-81.6pp | 420.17%-403.2pp | 551.85%-534.9pp |
| Employer contribution / active EE | $1,002 | $5,286-81.0% | $4,933-79.7% | $4,662-78.5% |
| Participant deferral / active EE | $3,522 | $8,422-58.2% | $8,066-56.3% | $6,690-47.4% |
| Admin fee / account holder | $30 | $15,030-99.8% | $12,989-99.8% | $13,392-99.8% |