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 | $108,094 | $65,434+65.2% | $98,483+9.8% | $85,847+25.9% |
| Participation rate | 28.3% | 65.0%-36.7pp | 73.3%-45.0pp | 69.3%-41.0pp |
| Annual return | 14.99% | 21.75%-6.8pp | 1494.38%-1479.4pp | 318.61%-303.6pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,578 | $3,168-18.6% | $4,276-39.7% | $3,952-34.8% |
| Admin fee / account holder | $286 | $4,595-93.8% | $5,953-95.2% | $6,261-95.4% |