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 | $104,817 | $202,342-48.2% | $172,752-39.3% | $152,897-31.4% |
| Participation rate | 58.3% | 87.1%-28.7pp | 82.6%-24.3pp | 82.5%-24.1pp |
| Annual return | 23.36% | 1029.83%-1006.5pp | 802.97%-779.6pp | 345.43%-322.1pp |
| Employer contribution / active EE | $1,022 | $5,858-82.5% | $5,144-80.1% | $4,764-78.5% |
| Participant deferral / active EE | $5,338 | $5,948-10.3% | $5,198+2.7% | $5,851-8.8% |
| Admin fee / account holder | $283 | $17,111-98.3% | $13,955-98.0% | $11,599-97.6% |