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 | $14,371 | $51,642-72.2% | $129,384-88.9% | $80,935-82.2% |
| Participation rate | 23.7% | 56.9%-33.2pp | 69.6%-45.9pp | 67.7%-43.9pp |
| Annual return | 15.92% | 20.78%-4.9pp | 9461.77%-9445.9pp | 35.66%-19.7pp |
| Employer contribution / active EE | $538 | $1,583-66.0% | $4,153-87.0% | $2,757-80.5% |
| Participant deferral / active EE | $643 | $2,670-75.9% | $4,166-84.6% | $4,299-85.0% |
| Admin fee / account holder | $108 | $4,312-97.5% | $7,686-98.6% | $6,924-98.4% |