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.
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 | $106,051 | $181,896-41.7% | $156,551-32.3% | $273,972-61.3% |
| Participation rate | 36.4% | 88.4%-52.0pp | 84.0%-47.7pp | 83.0%-46.7pp |
| Annual return | 8.13% | 30.74%-22.6pp | 32.23%-24.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $1,230 | $6,248-80.3% | $5,501-77.6% | $4,869-74.7% |
| Participant deferral / active EE | $4,321 | $5,550-22.1% | $4,871-11.3% | $5,287-18.3% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |