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 | $187,575 | $209,425-10.4% | $178,499+5.1% | $158,966+18.0% |
| Participation rate | 37.5% | 86.4%-48.9pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 19.38% | 188.80%-169.4pp | 151.10%-131.7pp | 302.95%-283.6pp |
| Employer contribution / active EE | $1,011 | $5,707-82.3% | $5,011-79.8% | $4,762-78.8% |
| Participant deferral / active EE | $3,658 | $5,955-38.6% | $5,202-29.7% | $5,983-38.9% |
| Admin fee / account holder | $15 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |