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 | $143,552 | $102,663+39.8% | $86,216+66.5% | $139,466+2.9% |
| Participation rate | 41.2% | 74.5%-33.3pp | 69.0%-27.8pp | 80.3%-39.2pp |
| Annual return | 26.77% | 1924.52%-1897.8pp | 1169.42%-1142.7pp | 373.66%-346.9pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,758 | $4,677-19.7% | $3,986-5.7% | $6,712-44.0% |
| Admin fee / account holder | $5 | $8,663-99.9% | $6,853-99.9% | $11,409-100.0% |