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 | $185,538 | $185,883-0.2% | $170,043+9.1% | $139,466+33.0% |
| Participation rate | 28.6% | 87.8%-59.2pp | 87.0%-58.4pp | 80.3%-51.8pp |
| Annual return | 21.51% | 60.54%-39.0pp | 53.40%-31.9pp | 373.66%-352.2pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,556 | $11,626-60.8% | $10,410-56.2% | $6,712-32.1% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |