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 | $237,927 | $174,379+36.4% | $152,093+56.4% | $138,895+71.3% |
| Participation rate | 5.3% | 81.6%-76.4pp | 77.8%-72.5pp | 79.9%-74.7pp |
| Annual return | 16.40% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $293 | $4,652-93.7% | $4,175-93.0% | $4,194-93.0% |
| Participant deferral / active EE | $1,678 | $6,159-72.8% | $5,451-69.2% | $6,396-73.8% |
| Admin fee / account holder | $60 | $16,880-99.6% | $14,497-99.6% | $12,562-99.5% |