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 | $229,592 | $107,363+113.8% | $92,909+147.1% | $152,897+50.2% |
| Participation rate | 21.4% | 79.8%-58.4pp | 76.0%-54.6pp | 82.5%-61.0pp |
| Annual return | 17.90% | 145.63%-127.7pp | 109.44%-91.5pp | 345.43%-327.5pp |
| Employer contribution / active EE | $414 | $4,222-90.2% | $3,653-88.7% | $4,764-91.3% |
| Participant deferral / active EE | $3,651 | $4,848-24.7% | $4,238-13.8% | $5,851-37.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |