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 | $196,796 | $85,060+131.4% | $70,548+179.0% | $139,456+41.1% |
| Participation rate | 12.5% | 73.9%-61.4pp | 68.3%-55.8pp | 80.3%-67.8pp |
| Annual return | 20.61% | 30.38%-9.8pp | 32.78%-12.2pp | 373.45%-352.8pp |
| Employer contribution / active EE | $0 | $3,911-100.0% | $2,975-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,434 | $5,890-75.7% | $4,567-68.6% | $6,711-78.6% |
| Admin fee / account holder | $60 | $8,925-99.3% | $6,424-99.1% | $11,407-99.5% |