Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $93,456 | $129,737-28.0% | $119,126-21.5% | $154,746-39.6% |
| Participation rate | 38.5% | 78.9%-40.4pp | 75.8%-37.3pp | 80.7%-42.2pp |
| Annual return | 18.76% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.6pp |
| Employer contribution / active EE | $956 | $4,375-78.2% | $4,034-76.3% | $4,379-78.2% |
| Participant deferral / active EE | $5,380 | $5,842-7.9% | $5,318+1.2% | $6,730-20.1% |
| Admin fee / account holder | $50 | $11,961-99.6% | $10,693-99.5% | $14,365-99.7% |