Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $28,389 | $106,749-73.4% | $145,433-80.5% | $82,448-65.6% |
| Participation rate | 28.4% | 75.6%-47.3pp | 82.1%-53.7pp | 68.1%-39.7pp |
| Annual return | 31.98% | 27.59%+4.4pp | 66.58%-34.6pp | 41.64%-9.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,916 | $6,519-70.6% | $7,897-75.7% | $4,139-53.7% |
| Admin fee / account holder | $16 | $8,390-99.8% | $13,129-99.9% | $7,234-99.8% |