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 | $149,744 | $180,466-17.0% | $154,114-2.8% | $135,382+10.6% |
| Participation rate | 35.3% | 87.4%-52.1pp | 83.0%-47.7pp | 82.6%-47.3pp |
| Annual return | -5.04% | 888.15%-893.2pp | 735.16%-740.2pp | 519.77%-524.8pp |
| Employer contribution / active EE | $909 | $6,035-84.9% | $5,298-82.8% | $4,779-81.0% |
| Participant deferral / active EE | $2,286 | $5,806-60.6% | $5,081-55.0% | $5,609-59.2% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |