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.
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 | $134,142 | $151,427-11.4% | $112,860+18.9% | $154,746-13.3% |
| Participation rate | 11.1% | 69.1%-58.0pp | 66.3%-55.2pp | 80.7%-69.6pp |
| Annual return | 15.24% | 30.95%-15.7pp | 35.26%-20.0pp | 172.34%-157.1pp |
| Employer contribution / active EE | $452 | $2,750-83.6% | $2,206-79.5% | $4,379-89.7% |
| Participant deferral / active EE | $548 | $4,285-87.2% | $3,493-84.3% | $6,730-91.9% |
| Admin fee / account holder | $6 | $7,369-99.9% | $6,841-99.9% | $14,365-100.0% |