Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,035 | $100,139-83.0% | $85,187-80.0% | $145,884-88.3% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-47.0pp |
| Annual return | 14.34% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $125 | $3,238-96.1% | $2,732-95.4% | $4,662-97.3% |
| Participant deferral / active EE | $1,875 | $5,296-64.6% | $4,525-58.6% | $6,690-72.0% |
| Admin fee / account holder | $125 | $7,262-98.3% | $6,162-98.0% | $13,392-99.1% |