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 | $139,566 | $103,008+35.5% | $90,304+54.6% | $152,897-8.7% |
| Participation rate | 39.1% | 75.9%-36.7pp | 73.3%-34.1pp | 82.5%-43.3pp |
| Annual return | 26.64% | 95.22%-68.6pp | 78.13%-51.5pp | 345.43%-318.8pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,926 | $4,281-31.6% | $3,885-24.7% | $5,851-50.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |