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.
Participant 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 | $216,583 | $167,415+29.4% | $140,514+54.1% | $198,609+9.1% |
| Participation rate | 11.1% | 80.9%-69.8pp | 77.8%-66.7pp | 82.4%-71.3pp |
| Annual return | 17.99% | 13.85%+4.1pp | 14.36%+3.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $286 | $5,579-94.9% | $4,919-94.2% | $6,977-95.9% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |