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 | $239,512 | $139,948+71.1% | $121,663+96.9% | $154,746+54.8% |
| Participation rate | 69.2% | 78.0%-8.8pp | 74.5%-5.3pp | 80.7%-11.5pp |
| Annual return | 14.26% | 230.52%-216.3pp | 147.54%-133.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,594 | $5,629-18.4% | $4,887-6.0% | $6,730-31.7% |
| Admin fee / account holder | $0 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |