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 | $74,313 | $150,346-50.6% | $120,524-38.3% | $145,877-49.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 13.40% | 154.40%-141.0pp | 107.36%-94.0pp | 551.28%-537.9pp |
| Employer contribution / active EE | $543 | $4,353-87.5% | $3,469-84.4% | $4,663-88.4% |
| Participant deferral / active EE | $6,061 | $6,172-1.8% | $4,994+21.4% | $6,691-9.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |