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 | $99,930 | $115,810-13.7% | $101,271-1.3% | $158,966-37.1% |
| Participation rate | 36.8% | 79.4%-42.5pp | 75.8%-39.0pp | 82.0%-45.1pp |
| Annual return | 30.97% | 56.15%-25.2pp | 46.48%-15.5pp | 302.95%-272.0pp |
| Employer contribution / active EE | $379 | $4,175-90.9% | $3,660-89.7% | $4,762-92.0% |
| Participant deferral / active EE | $1,678 | $4,958-66.1% | $4,371-61.6% | $5,983-71.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |