Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $99,254 | $160,028-38.0% | $147,080-32.5% | $145,884-32.0% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.01% | 98.60%-82.6pp | 420.17%-404.2pp | 551.85%-535.8pp |
| Employer contribution / active EE | $961 | $5,286-81.8% | $4,933-80.5% | $4,662-79.4% |
| Participant deferral / active EE | $2,782 | $8,422-67.0% | $8,066-65.5% | $6,690-58.4% |
| Admin fee / account holder | $9 | $15,030-99.9% | $12,989-99.9% | $13,392-99.9% |