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 | $54,513 | $184,000-70.4% | $162,185-66.4% | $152,909-64.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 28.14% | 150.80%-122.7pp | 115.61%-87.5pp | 345.46%-317.3pp |
| Employer contribution / active EE | $767 | $6,370-88.0% | $5,613-86.3% | $4,764-83.9% |
| Participant deferral / active EE | $4,629 | $8,033-42.4% | $7,297-36.6% | $5,851-20.9% |
| Admin fee / account holder | $0 | $13,124-100.0% | $10,844-100.0% | $11,601-100.0% |