Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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.
Participant 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 | $81,703 | $162,136-49.6% | $152,301-46.4% | $154,746-47.2% |
| Participation rate | 55.6% | 84.1%-28.6pp | 82.4%-26.9pp | 80.7%-25.1pp |
| Annual return | 17.99% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $2,710 | $4,890-44.6% | $4,624-41.4% | $4,379-38.1% |
| Participant deferral / active EE | $2,374 | $8,341-71.5% | $8,004-70.3% | $6,730-64.7% |
| Admin fee / account holder | $20 | $15,759-99.9% | $14,398-99.9% | $14,365-99.9% |