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 | $96,508 | $171,867-43.8% | $149,721-35.5% | $147,586-34.6% |
| Participation rate | 62.5% | 88.2%-25.7pp | 87.1%-24.6pp | 82.8%-20.3pp |
| Annual return | 18.30% | 2113.36%-2095.1pp | 1501.67%-1483.4pp | 578.59%-560.3pp |
| Employer contribution / active EE | $887 | $6,275-85.9% | $5,444-83.7% | $4,876-81.8% |
| Participant deferral / active EE | $6,229 | $7,270-14.3% | $6,568-5.2% | $5,439+14.5% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |