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 | $188,446 | $185,856+1.4% | $170,028+10.8% | $139,456+35.1% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 14.89% | 60.52%-45.6pp | 53.39%-38.5pp | 373.45%-358.6pp |
| Employer contribution / active EE | $467 | $7,593-93.9% | $6,788-93.1% | $4,753-90.2% |
| Participant deferral / active EE | $4,836 | $11,623-58.4% | $10,409-53.5% | $6,711-27.9% |
| Admin fee / account holder | $157 | $15,387-99.0% | $12,820-98.8% | $11,407-98.6% |