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 | $93,099 | $160,028-41.8% | $147,080-36.7% | $145,884-36.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.04% | 98.60%-88.6pp | 420.17%-410.1pp | 551.85%-541.8pp |
| Employer contribution / active EE | $929 | $5,286-82.4% | $4,933-81.2% | $4,662-80.1% |
| Participant deferral / active EE | $4,105 | $8,422-51.3% | $8,066-49.1% | $6,690-38.6% |
| Admin fee / account holder | $20 | $15,030-99.9% | $12,989-99.8% | $13,392-99.9% |