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 | $238,613 | $183,592+30.0% | $155,574+53.4% | $145,877+63.6% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.00% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $270 | $5,317-94.9% | $4,676-94.2% | $4,663-94.2% |
| Participant deferral / active EE | $5,252 | $6,466-18.8% | $5,629-6.7% | $6,691-21.5% |
| Admin fee / account holder | $272 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |