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 | $50,799 | $202,342-74.9% | $172,753-70.6% | $152,909-66.8% |
| Participation rate | 46.2% | 87.1%-40.9pp | 82.6%-36.5pp | 82.5%-36.3pp |
| Annual return | 26.79% | 1029.88%-1003.1pp | 803.00%-776.2pp | 345.46%-318.7pp |
| Employer contribution / active EE | $1,095 | $5,857-81.3% | $5,144-78.7% | $4,764-77.0% |
| Participant deferral / active EE | $3,790 | $5,948-36.3% | $5,198-27.1% | $5,851-35.2% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |