Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $40,800 | $202,345-79.8% | $172,755-76.4% | $152,885-73.3% |
| Participation rate | 61.5% | 87.1%-25.5pp | 82.6%-21.1pp | 82.5%-20.9pp |
| Annual return | 23.13% | 1029.77%-1006.6pp | 802.94%-779.8pp | 345.39%-322.3pp |
| Employer contribution / active EE | $968 | $5,858-83.5% | $5,144-81.2% | $4,763-79.7% |
| Participant deferral / active EE | $6,219 | $5,948+4.5% | $5,198+19.6% | $5,851+6.3% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |