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 | $213,746 | $165,361+29.3% | $149,715+42.8% | $158,950+34.5% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 15.37% | 348.24%-332.9pp | 276.66%-261.3pp | 302.91%-287.5pp |
| Employer contribution / active EE | $891 | $5,103-82.5% | $4,645-80.8% | $4,762-81.3% |
| Participant deferral / active EE | $3,643 | $7,182-49.3% | $6,842-46.8% | $5,983-39.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |