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 | $93,907 | $198,461-52.7% | $170,436-44.9% | $147,585-36.4% |
| Participation rate | 38.9% | 88.0%-49.1pp | 83.6%-44.7pp | 82.8%-43.9pp |
| Annual return | 20.00% | 257.30%-237.3pp | 205.94%-185.9pp | 578.57%-558.6pp |
| Employer contribution / active EE | $849 | $6,184-86.3% | $5,433-84.4% | $4,876-82.6% |
| Participant deferral / active EE | $8,132 | $5,629+44.5% | $4,939+64.6% | $5,439+49.5% |
| Admin fee / account holder | $216 | $16,852-98.7% | $13,880-98.4% | $10,885-98.0% |