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 | $159,350 | $157,304+1.3% | $141,197+12.9% | $152,909+4.2% |
| Participation rate | 57.9% | 84.8%-26.9pp | 82.5%-24.6pp | 82.5%-24.6pp |
| Annual return | 19.44% | 64.34%-44.9pp | 71.41%-52.0pp | 345.46%-326.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,065 | $7,111-42.8% | $6,710-39.4% | $5,851-30.5% |
| Admin fee / account holder | $10 | $12,126-99.9% | $10,265-99.9% | $11,601-99.9% |