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 | $136,015 | $183,627-25.9% | $155,602-12.6% | $145,978-6.8% |
| Participation rate | 53.8% | 82.7%-28.8pp | 78.2%-24.4pp | 80.3%-26.4pp |
| Annual return | 12.17% | 61.32%-49.2pp | 64.81%-52.6pp | 550.52%-538.4pp |
| Employer contribution / active EE | $974 | $5,316-81.7% | $4,675-79.2% | $4,662-79.1% |
| Participant deferral / active EE | $5,216 | $6,466-19.3% | $5,629-7.3% | $6,690-22.0% |
| Admin fee / account holder | $93 | $19,327-99.5% | $15,923-99.4% | $13,400-99.3% |