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 | $203,064 | $115,796+75.4% | $101,264+100.5% | $158,950+27.8% |
| Participation rate | 33.3% | 79.4%-46.0pp | 75.8%-42.5pp | 82.0%-48.6pp |
| Annual return | 12.99% | 56.15%-43.2pp | 46.48%-33.5pp | 302.91%-289.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,950 | $4,958-0.2% | $4,370+13.3% | $5,983-17.3% |
| Admin fee / account holder | $297 | $7,247-95.9% | $5,947-95.0% | $11,248-97.4% |