Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $15,194 | $78,690-80.7% | $161,489-90.6% | $87,485-82.6% |
| Participation rate | 29.8% | 67.5%-37.7pp | 78.7%-48.9pp | 68.9%-39.1pp |
| Annual return | 19.40% | 32.74%-13.3pp | 89.72%-70.3pp | 26.06%-6.7pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $905 | $3,311-72.7% | $5,630-83.9% | $4,274-78.8% |
| Admin fee / account holder | $54 | $6,724-99.2% | $16,006-99.7% | $7,775-99.3% |