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 | $117,278 | $81,476+43.9% | $102,383+14.5% | $80,925+44.9% |
| Participation rate | 19.4% | 66.8%-47.4pp | 74.5%-55.1pp | 67.7%-48.2pp |
| Annual return | 16.66% | 25.59%-8.9pp | 24.94%-8.3pp | 35.65%-19.0pp |
| Employer contribution / active EE | $838 | $3,105-73.0% | $3,870-78.3% | $2,756-69.6% |
| Participant deferral / active EE | $1,387 | $3,871-64.2% | $5,060-72.6% | $4,299-67.7% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |