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 | $125,377 | $106,003+18.3% | $92,236+35.9% | $147,585-15.0% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 13.00% | 50.05%-37.0pp | 176.29%-163.3pp | 578.57%-565.6pp |
| Employer contribution / active EE | $184 | $4,333-95.7% | $3,679-95.0% | $4,876-96.2% |
| Participant deferral / active EE | $3,760 | $4,478-16.0% | $3,897-3.5% | $5,439-30.9% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |