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 | $186,716 | $107,363+73.9% | $92,909+101.0% | $152,897+22.1% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 25.60% | 145.63%-120.0pp | 109.44%-83.8pp | 345.43%-319.8pp |
| Employer contribution / active EE | $640 | $4,222-84.8% | $3,653-82.5% | $4,764-86.6% |
| Participant deferral / active EE | $7,333 | $4,848+51.3% | $4,238+73.0% | $5,851+25.3% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,795-99.7% | $11,599-99.9% |