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 | $58,952 | $209,422-71.9% | $178,503-67.0% | $158,982-62.9% |
| Participation rate | 41.2% | 86.4%-45.2pp | 81.9%-40.8pp | 82.0%-40.8pp |
| Annual return | 30.35% | 188.81%-158.5pp | 151.12%-120.8pp | 302.99%-272.6pp |
| Employer contribution / active EE | $825 | $5,707-85.5% | $5,011-83.5% | $4,763-82.7% |
| Participant deferral / active EE | $2,424 | $5,955-59.3% | $5,202-53.4% | $5,983-59.5% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |