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 | $67,791 | $58,828+15.2% | $78,002-13.1% | $62,881+7.8% |
| Participation rate | 22.2% | 71.1%-48.8pp | 75.5%-53.3pp | 69.3%-47.1pp |
| Annual return | 7.46% | 17.16%-9.7pp | 425.99%-418.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $696 | $2,686-74.1% | $3,497-80.1% | $3,203-78.3% |
| Admin fee / account holder | $4 | $4,393-99.9% | $5,481-99.9% | $4,296-99.9% |