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 | $183,474 | $185,225-0.9% | $142,898+28.4% | $167,553+9.5% |
| Participation rate | 40.0% | 78.5%-38.5pp | 72.0%-32.0pp | 82.1%-42.1pp |
| Annual return | 8.57% | 8558.12%-8549.5pp | 5639.64%-5631.1pp | 478.89%-470.3pp |
| Employer contribution / active EE | $0 | $5,607-100.0% | $4,146-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,353 | $4,496+19.1% | $3,838+39.5% | $6,343-15.6% |
| Admin fee / account holder | $60 | $8,032-99.3% | $6,560-99.1% | $12,316-99.5% |