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 | $76,350 | $198,457-61.5% | $170,435-55.2% | $147,586-48.3% |
| Participation rate | 65.0% | 88.0%-23.0pp | 83.6%-18.6pp | 82.8%-17.8pp |
| Annual return | 13.64% | 257.30%-243.7pp | 205.94%-192.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $746 | $6,183-87.9% | $5,432-86.3% | $4,876-84.7% |
| Participant deferral / active EE | $3,699 | $5,629-34.3% | $4,939-25.1% | $5,439-32.0% |
| Admin fee / account holder | $133 | $16,852-99.2% | $13,881-99.0% | $10,886-98.8% |