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 | $154,781 | $107,941+43.4% | $91,994+68.3% | $152,909+1.2% |
| Participation rate | 65.2% | 81.2%-16.0pp | 78.6%-13.4pp | 82.5%-17.2pp |
| Annual return | 23.91% | 89.28%-65.4pp | 69.04%-45.1pp | 345.46%-321.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,380 | $6,366+63.1% | $5,924+75.2% | $5,851+77.4% |
| Admin fee / account holder | $115 | $10,521-98.9% | $7,744-98.5% | $11,601-99.0% |