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 | $84,987 | $198,457-57.2% | $170,435-50.1% | $147,586-42.4% |
| Participation rate | 52.6% | 88.0%-35.3pp | 83.6%-31.0pp | 82.8%-30.2pp |
| Annual return | 13.96% | 257.30%-243.3pp | 205.94%-192.0pp | 578.59%-564.6pp |
| Employer contribution / active EE | $859 | $6,183-86.1% | $5,432-84.2% | $4,876-82.4% |
| Participant deferral / active EE | $3,343 | $5,629-40.6% | $4,939-32.3% | $5,439-38.5% |
| Admin fee / account holder | $174 | $16,852-99.0% | $13,881-98.7% | $10,886-98.4% |