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 | $118,020 | $183,592-35.7% | $155,567-24.1% | $145,959-19.1% |
| Participation rate | 46.2% | 82.7%-36.5pp | 78.2%-32.0pp | 80.3%-34.1pp |
| Annual return | 15.10% | 61.24%-46.1pp | 64.74%-49.6pp | 561.95%-546.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $5,700 | $6,464-11.8% | $5,628+1.3% | $6,689-14.8% |
| Admin fee / account holder | $18 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |