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 | $44,391 | $111,878-60.3% | $93,727-52.6% | $145,897-69.6% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 10.19% | 204.28%-194.1pp | 133.83%-123.6pp | 552.29%-542.1pp |
| Employer contribution / active EE | $437 | $3,092-85.9% | $2,421-81.9% | $4,663-90.6% |
| Participant deferral / active EE | $3,196 | $4,920-35.0% | $4,417-27.6% | $6,689-52.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |