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 | $71,230 | $123,155-42.2% | $108,753-34.5% | $155,188-54.1% |
| Participation rate | 15.8% | 75.6%-59.8pp | 71.1%-55.3pp | 80.8%-65.0pp |
| Annual return | 15.63% | 44.73%-29.1pp | 37.47%-21.8pp | 148.84%-133.2pp |
| Employer contribution / active EE | $493 | $2,811-82.5% | $2,427-79.7% | $4,248-88.4% |
| Participant deferral / active EE | $917 | $4,623-80.2% | $4,115-77.7% | $6,531-86.0% |
| Admin fee / account holder | $117 | $12,126-99.0% | $10,320-98.9% | $14,480-99.2% |