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 | $98,300 | $254,759-61.4% | $216,567-54.6% | $198,609-50.5% |
| Participation rate | 53.8% | 84.5%-30.7pp | 81.6%-27.8pp | 82.4%-28.5pp |
| Annual return | 19.25% | 10.04%+9.2pp | 12.94%+6.3pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,917 | $6,948-58.0% | $6,191-52.9% | $6,977-58.2% |
| Admin fee / account holder | $26 | $26,311-99.9% | $21,981-99.9% | $19,030-99.9% |