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 | $16,753 | $156,398-89.3% | $147,318-88.6% | $138,895-87.9% |
| Participation rate | 59.1% | 83.8%-24.7pp | 82.1%-23.0pp | 79.9%-20.8pp |
| Annual return | 181.23% | 78.75%+102.5pp | 70.43%+110.8pp | 145.39%+35.8pp |
| Employer contribution / active EE | $936 | $4,853-80.7% | $4,593-79.6% | $4,194-77.7% |
| Participant deferral / active EE | $1,839 | $8,237-77.7% | $7,906-76.7% | $6,396-71.3% |
| Admin fee / account holder | $55 | $14,976-99.6% | $13,708-99.6% | $12,562-99.6% |