Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $206,275 | $111,535+84.9% | $105,223+96.0% | $137,256+50.3% |
| Participation rate | 6.3% | 78.1%-71.8pp | 75.0%-68.8pp | 80.0%-73.7pp |
| Annual return | 13.48% | 237.85%-224.4pp | 180.65%-167.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $123 | $3,939-96.9% | $3,689-96.7% | $4,156-97.1% |
| Participant deferral / active EE | $1,531 | $5,500-72.2% | $5,072-69.8% | $6,407-76.1% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |