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 | $199,842 | $209,425-4.6% | $178,499+12.0% | $158,966+25.7% |
| Participation rate | 22.2% | 86.4%-64.1pp | 81.9%-59.7pp | 82.0%-59.7pp |
| Annual return | 31.08% | 188.80%-157.7pp | 151.10%-120.0pp | 302.95%-271.9pp |
| Employer contribution / active EE | $411 | $5,707-92.8% | $5,011-91.8% | $4,762-91.4% |
| Participant deferral / active EE | $3,181 | $5,955-46.6% | $5,202-38.9% | $5,983-46.8% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |