Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $39,399 | $185,905-78.8% | $170,057-76.8% | $139,487-71.8% |
| Participation rate | 41.7% | 87.8%-46.1pp | 87.0%-45.3pp | 80.3%-38.7pp |
| Annual return | 352.52% | 60.56%+292.0pp | 53.42%+299.1pp | 373.84%-21.3pp |
| Employer contribution / active EE | $1,028 | $7,597-86.5% | $6,790-84.9% | $4,755-78.4% |
| Participant deferral / active EE | $4,175 | $11,627-64.1% | $10,411-59.9% | $6,713-37.8% |
| Admin fee / account holder | $156 | $15,397-99.0% | $12,826-98.8% | $11,407-98.6% |