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 | $57,067 | $198,457-71.2% | $170,435-66.5% | $147,586-61.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 23.75% | 257.30%-233.6pp | 205.94%-182.2pp | 578.59%-554.8pp |
| Employer contribution / active EE | $686 | $6,183-88.9% | $5,432-87.4% | $4,876-85.9% |
| Participant deferral / active EE | $3,661 | $5,629-35.0% | $4,939-25.9% | $5,439-32.7% |
| Admin fee / account holder | $57 | $16,852-99.7% | $13,881-99.6% | $10,886-99.5% |