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 | $8,876 | $32,037-72.3% | $69,182-87.2% | $62,881-85.9% |
| Participation rate | 7.3% | 43.4%-36.1pp | 55.1%-47.8pp | 69.3%-62.0pp |
| Annual return | 17.19% | 15.16%+2.0pp | -21.93%+39.1pp | 20.14%-3.0pp |
| Employer contribution / active EE | $0 | $679-100.0% | $1,206-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $279 | $1,185-76.4% | $1,897-85.3% | $3,203-91.3% |
| Admin fee / account holder | $0 | $2,608-100.0% | $2,697-100.0% | $4,296-100.0% |