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 | $91,222 | $87,037+4.8% | $106,201-14.1% | $80,874+12.8% |
| Participation rate | 16.7% | 70.4%-53.8pp | 75.3%-58.6pp | 67.6%-51.0pp |
| Annual return | 11.96% | 17.05%-5.1pp | 116.26%-104.3pp | 35.62%-23.7pp |
| Employer contribution / active EE | $497 | $2,396-79.3% | $3,170-84.3% | $2,756-82.0% |
| Participant deferral / active EE | $2,198 | $3,986-44.8% | $5,012-56.1% | $4,297-48.8% |
| Admin fee / account holder | $18 | $8,434-99.8% | $11,039-99.8% | $6,935-99.7% |