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 | $113,082 | $211,224-46.5% | $178,505-36.7% | $145,897-22.5% |
| Participation rate | 44.4% | 80.8%-36.4pp | 77.1%-32.7pp | 80.3%-35.9pp |
| Annual return | 11.45% | 30.28%-18.8pp | 27.16%-15.7pp | 552.29%-540.8pp |
| Employer contribution / active EE | $381 | $4,577-91.7% | $3,955-90.4% | $4,663-91.8% |
| Participant deferral / active EE | $6,298 | $6,966-9.6% | $6,280+0.3% | $6,689-5.8% |
| Admin fee / account holder | $50 | $12,109-99.6% | $10,428-99.5% | $13,390-99.6% |