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 | $104,113 | $160,070-35.0% | $147,117-29.2% | $145,897-28.6% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 20.72% | 98.69%-78.0pp | 420.54%-399.8pp | 552.29%-531.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,380 | $8,419-12.3% | $8,065-8.5% | $6,689+10.3% |
| Admin fee / account holder | $25 | $15,035-99.8% | $12,993-99.8% | $13,390-99.8% |