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 | $130,523 | $102,595+27.2% | $94,057+38.8% | $154,746-15.7% |
| Participation rate | 18.8% | 76.0%-57.2pp | 73.3%-54.6pp | 80.7%-62.0pp |
| Annual return | 10.82% | 583.42%-572.6pp | 480.62%-469.8pp | 172.34%-161.5pp |
| Employer contribution / active EE | $114 | $3,147-96.4% | $2,933-96.1% | $4,379-97.4% |
| Participant deferral / active EE | $2,834 | $5,118-44.6% | $4,709-39.8% | $6,730-57.9% |
| Admin fee / account holder | $196 | $7,736-97.5% | $7,244-97.3% | $14,365-98.6% |