Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $70,828 | $202,463-65.0% | $169,397-58.2% | $139,487-49.2% |
| Participation rate | 20.0% | 81.1%-61.1pp | 77.2%-57.2pp | 80.3%-60.3pp |
| Annual return | 34.01% | 532.64%-498.6pp | 406.23%-372.2pp | 373.84%-339.8pp |
| Employer contribution / active EE | $192 | $4,694-95.9% | $4,013-95.2% | $4,755-96.0% |
| Participant deferral / active EE | $4,320 | $6,941-37.8% | $6,223-30.6% | $6,713-35.6% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |