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 | $47,978 | $176,120-72.8% | $159,487-69.9% | $167,553-71.4% |
| Participation rate | 63.2% | 85.0%-21.8pp | 82.8%-19.7pp | 82.1%-19.0pp |
| Annual return | 16.43% | 331.95%-315.5pp | 263.71%-247.3pp | 478.89%-462.5pp |
| Employer contribution / active EE | $495 | $5,299-90.7% | $4,831-89.8% | $4,840-89.8% |
| Participant deferral / active EE | $3,014 | $7,752-61.1% | $7,354-59.0% | $6,343-52.5% |
| Admin fee / account holder | $192 | $12,561-98.5% | $10,804-98.2% | $12,316-98.4% |