Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $45,422 | $117,895-61.5% | $102,460-55.7% | $145,897-68.9% |
| Participation rate | 30.8% | 78.6%-47.9pp | 76.5%-45.7pp | 80.3%-49.5pp |
| Annual return | 14.34% | 31.92%-17.6pp | 29.47%-15.1pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,866 | $5,736-15.2% | $5,056-3.8% | $6,689-27.2% |
| Admin fee / account holder | $28 | $13,353-99.8% | $9,460-99.7% | $13,390-99.8% |