Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $112,334 | $202,342-44.5% | $172,752-35.0% | $152,897-26.5% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 27.09% | 1029.83%-1002.7pp | 802.97%-775.9pp | 345.43%-318.3pp |
| Employer contribution / active EE | $720 | $5,858-87.7% | $5,144-86.0% | $4,764-84.9% |
| Participant deferral / active EE | $6,494 | $5,948+9.2% | $5,198+24.9% | $5,851+11.0% |
| Admin fee / account holder | $93 | $17,111-99.5% | $13,955-99.3% | $11,599-99.2% |