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 | $141,274 | $159,978-11.7% | $147,041-3.9% | $145,978-3.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 30.11% | 98.36%-68.3pp | 419.21%-389.1pp | 550.52%-520.4pp |
| Employer contribution / active EE | $808 | $5,288-84.7% | $4,935-83.6% | $4,662-82.7% |
| Participant deferral / active EE | $7,567 | $8,429-10.2% | $8,071-6.2% | $6,690+13.1% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |