Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $132,111 | $175,212-24.6% | $149,682-11.7% | $139,427-5.2% |
| Participation rate | 16.7% | 83.4%-66.7pp | 78.8%-62.1pp | 80.3%-63.7pp |
| Annual return | 20.04% | 166.63%-146.6pp | 134.35%-114.3pp | 373.27%-353.2pp |
| Employer contribution / active EE | $123 | $5,475-97.8% | $4,818-97.5% | $4,752-97.4% |
| Participant deferral / active EE | $2,756 | $6,520-57.7% | $5,681-51.5% | $6,711-58.9% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |