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 | $7,664 | $99,053-92.3% | $88,179-91.3% | $138,895-94.5% |
| Participation rate | 65.2% | 74.2%-9.0pp | 69.1%-3.9pp | 79.9%-14.7pp |
| Annual return | 23.29% | 78.17%-54.9pp | 64.97%-41.7pp | 145.39%-122.1pp |
| Employer contribution / active EE | $763 | $2,882-73.5% | $2,549-70.1% | $4,194-81.8% |
| Participant deferral / active EE | $763 | $5,225-85.4% | $4,614-83.5% | $6,396-88.1% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |