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 | $42,155 | $53,128-20.7% | $86,582-51.3% | $70,126-39.9% |
| Participation rate | 27.6% | 65.3%-37.7pp | 73.5%-46.0pp | 69.5%-42.0pp |
| Annual return | 18.11% | 27.66%-9.6pp | 965.08%-947.0pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $403 | $2,695-85.0% | $3,609-88.8% | $3,332-87.9% |
| Admin fee / account holder | $163 | $3,584-95.5% | $4,904-96.7% | $4,645-96.5% |