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 | $138,050 | $129,737+6.4% | $119,126+15.9% | $154,746-10.8% |
| Participation rate | 37.5% | 78.9%-41.4pp | 75.8%-38.3pp | 80.7%-43.2pp |
| Annual return | 17.39% | 379.08%-361.7pp | 282.11%-264.7pp | 172.34%-154.9pp |
| Employer contribution / active EE | $564 | $4,375-87.1% | $4,034-86.0% | $4,379-87.1% |
| Participant deferral / active EE | $6,805 | $5,842+16.5% | $5,318+28.0% | $6,730+1.1% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |