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 | $126,221 | $209,422-39.7% | $178,503-29.3% | $158,982-20.6% |
| Participation rate | 25.0% | 86.4%-61.4pp | 81.9%-56.9pp | 82.0%-57.0pp |
| Annual return | 17.29% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.7pp |
| Employer contribution / active EE | $937 | $5,707-83.6% | $5,011-81.3% | $4,763-80.3% |
| Participant deferral / active EE | $4,679 | $5,955-21.4% | $5,202-10.1% | $5,983-21.8% |
| Admin fee / account holder | $238 | $17,079-98.6% | $13,987-98.3% | $11,252-97.9% |