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 | $106,837 | $175,231-39.0% | $149,696-28.6% | $139,466-23.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 52.42% | 166.77%-114.4pp | 134.46%-82.0pp | 373.66%-321.2pp |
| Employer contribution / active EE | $784 | $5,478-85.7% | $4,821-83.7% | $4,754-83.5% |
| Participant deferral / active EE | $3,041 | $6,521-53.4% | $5,682-46.5% | $6,712-54.7% |
| Admin fee / account holder | $45 | $16,155-99.7% | $13,212-99.7% | $11,409-99.6% |