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 | $57,198 | $202,342-71.7% | $172,753-66.9% | $152,909-62.6% |
| Participation rate | 53.8% | 87.1%-33.2pp | 82.6%-28.8pp | 82.5%-28.6pp |
| Annual return | 24.66% | 1029.88%-1005.2pp | 803.00%-778.3pp | 345.46%-320.8pp |
| Employer contribution / active EE | $806 | $5,857-86.2% | $5,144-84.3% | $4,764-83.1% |
| Participant deferral / active EE | $2,593 | $5,948-56.4% | $5,198-50.1% | $5,851-55.7% |
| Admin fee / account holder | $146 | $17,112-99.1% | $13,956-99.0% | $11,601-98.7% |