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 | $144,038 | $99,053+45.4% | $88,179+63.3% | $138,895+3.7% |
| Participation rate | 14.3% | 74.2%-60.0pp | 69.1%-54.9pp | 79.9%-65.6pp |
| Annual return | 18.11% | 78.17%-60.1pp | 64.97%-46.9pp | 145.39%-127.3pp |
| Employer contribution / active EE | $144 | $2,882-95.0% | $2,549-94.3% | $4,194-96.6% |
| Participant deferral / active EE | $2,964 | $5,225-43.3% | $4,614-35.8% | $6,396-53.7% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |