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.
Participant 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 | $63,953 | $58,523+9.3% | $99,475-35.7% | $72,975-12.4% |
| Participation rate | 26.8% | 64.6%-37.8pp | 73.8%-47.0pp | 69.5%-42.7pp |
| Annual return | 24.94% | 28.51%-3.6pp | 30.72%-5.8pp | 81.01%-56.1pp |
| Employer contribution / active EE | $644 | $1,512-57.4% | $2,540-74.6% | $2,440-73.6% |
| Participant deferral / active EE | $1,014 | $2,606-61.1% | $3,619-72.0% | $3,608-71.9% |
| Admin fee / account holder | $91 | $4,102-97.8% | $6,252-98.5% | $5,124-98.2% |