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 | $151,574 | $100,203+51.3% | $85,240+77.8% | $145,897+3.9% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 16.68% | 84.28%-67.6pp | 66.75%-50.1pp | 552.29%-535.6pp |
| Employer contribution / active EE | $502 | $3,242-84.5% | $2,735-81.6% | $4,663-89.2% |
| Participant deferral / active EE | $520 | $5,299-90.2% | $4,527-88.5% | $6,689-92.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |