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 | $178,753 | $168,635+6.0% | $147,617+21.1% | $125,389+42.6% |
| Participation rate | 22.2% | 88.8%-66.5pp | 84.6%-62.4pp | 83.2%-61.0pp |
| Annual return | 0.00% | 77.65%-77.7pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $1,178 | $6,252-81.2% | $5,564-78.8% | $4,866-75.8% |
| Participant deferral / active EE | $2,000 | $5,507-63.7% | $4,895-59.1% | $5,352-62.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |