Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $69,117 | $183,539-62.3% | $155,556-55.6% | $145,897-52.6% |
| Participation rate | 42.9% | 82.7%-39.9pp | 78.2%-35.4pp | 80.3%-37.4pp |
| Annual return | 15.50% | 61.31%-45.8pp | 64.84%-49.3pp | 552.29%-536.8pp |
| Employer contribution / active EE | $428 | $5,315-91.9% | $4,675-90.8% | $4,663-90.8% |
| Participant deferral / active EE | $3,756 | $6,467-41.9% | $5,631-33.3% | $6,689-43.9% |
| Admin fee / account holder | $32 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |