Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,637 | $175,231-84.2% | $149,696-81.5% | $139,466-80.2% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 39.23% | 166.77%-127.5pp | 134.46%-95.2pp | 373.66%-334.4pp |
| Employer contribution / active EE | $976 | $5,478-82.2% | $4,821-79.8% | $4,754-79.5% |
| Participant deferral / active EE | $3,964 | $6,521-39.2% | $5,682-30.2% | $6,712-40.9% |
| Admin fee / account holder | $77 | $16,155-99.5% | $13,212-99.4% | $11,409-99.3% |