Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $63,586 | $98,776-35.6% | $149,745-57.5% | $79,856-20.4% |
| Participation rate | 40.0% | 75.8%-35.8pp | 82.5%-42.5pp | 69.6%-29.6pp |
| Annual return | 18.35% | 27.38%-9.0pp | 276.72%-258.4pp | 31.71%-13.4pp |
| Employer contribution / active EE | $949 | $3,217-70.5% | $4,646-79.6% | $2,471-61.6% |
| Participant deferral / active EE | $2,337 | $5,681-58.9% | $6,843-65.8% | $3,741-37.5% |
| Admin fee / account holder | $261 | $6,053-95.7% | $9,312-97.2% | $5,306-95.1% |