Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $139,711 | $57,061+144.8% | $85,063+64.2% | $80,911+72.7% |
| Participation rate | 46.9% | 56.3%-9.4pp | 67.5%-20.6pp | 67.6%-20.7pp |
| Annual return | 96.83% | 21.66%+75.2pp | 66.54%+30.3pp | 35.63%+61.2pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,211 | $3,110+3.3% | $4,523-29.0% | $4,297-25.3% |
| Admin fee / account holder | $0 | $4,986-100.0% | $6,155-100.0% | $6,935-100.0% |