Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $76,387 | $134,817-43.3% | $123,973-38.4% | $155,188-50.8% |
| Participation rate | 36.4% | 79.4%-43.0pp | 76.7%-40.3pp | 80.8%-44.4pp |
| Annual return | 22.66% | 515.49%-492.8pp | 388.13%-365.5pp | 148.84%-126.2pp |
| Employer contribution / active EE | $555 | $4,425-87.5% | $4,126-86.6% | $4,248-86.9% |
| Participant deferral / active EE | $2,994 | $5,706-47.5% | $5,247-42.9% | $6,531-54.2% |
| Admin fee / account holder | $20 | $13,245-99.8% | $11,799-99.8% | $14,480-99.9% |