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 | $149,495 | $175,231-14.7% | $149,696-0.1% | $139,466+7.2% |
| Participation rate | 18.2% | 83.4%-65.2pp | 78.8%-60.6pp | 80.3%-62.2pp |
| Annual return | 11.25% | 166.77%-155.5pp | 134.46%-123.2pp | 373.66%-362.4pp |
| Employer contribution / active EE | $673 | $5,478-87.7% | $4,821-86.0% | $4,754-85.9% |
| Participant deferral / active EE | $2,673 | $6,521-59.0% | $5,682-53.0% | $6,712-60.2% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |