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 | $232,074 | $183,592+26.4% | $155,574+49.2% | $145,877+59.1% |
| Participation rate | 42.9% | 82.7%-39.8pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.83% | 61.37%-45.5pp | 64.87%-49.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $503 | $5,317-90.5% | $4,676-89.2% | $4,663-89.2% |
| Participant deferral / active EE | $2,017 | $6,466-68.8% | $5,629-64.2% | $6,691-69.9% |
| Admin fee / account holder | $30 | $19,316-99.8% | $15,914-99.8% | $13,402-99.8% |