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 | $81,423 | $127,779-36.3% | $106,551-23.6% | $167,518-51.4% |
| Participation rate | 55.6% | 78.3%-22.7pp | 76.1%-20.6pp | 82.1%-26.6pp |
| Annual return | 56.53% | 33.87%+22.7pp | 26.80%+29.7pp | 478.71%-422.2pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,673 | $5,088-47.5% | $4,398-39.2% | $6,342-57.9% |
| Admin fee / account holder | $58 | $11,228-99.5% | $7,408-99.2% | $12,312-99.5% |