Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,030 | $202,342-77.3% | $172,752-73.4% | $152,897-69.9% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 36.86% | 1029.83%-993.0pp | 802.97%-766.1pp | 345.43%-308.6pp |
| Employer contribution / active EE | $600 | $5,858-89.8% | $5,144-88.3% | $4,764-87.4% |
| Participant deferral / active EE | $9,500 | $5,948+59.7% | $5,198+82.8% | $5,851+62.4% |
| Admin fee / account holder | $176 | $17,111-99.0% | $13,955-98.7% | $11,599-98.5% |