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 | $136,131 | $100,203+35.9% | $85,240+59.7% | $145,897-6.7% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-12.0pp | 80.3%-24.8pp |
| Annual return | 14.83% | 84.28%-69.5pp | 66.75%-51.9pp | 552.29%-537.5pp |
| Employer contribution / active EE | $127 | $3,242-96.1% | $2,735-95.3% | $4,663-97.3% |
| Participant deferral / active EE | $1,272 | $5,299-76.0% | $4,527-71.9% | $6,689-81.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |