Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $13,103 | $67,823-80.7% | $52,425-75.0% | $137,256-90.5% |
| Participation rate | 4.2% | 63.9%-59.7pp | 55.6%-51.5pp | 80.0%-75.8pp |
| Annual return | 23.43% | 219.11%-195.7pp | 302.12%-278.7pp | 220.34%-196.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $58 | $2,288-97.5% | $1,790-96.7% | $6,407-99.1% |
| Admin fee / account holder | $51 | $2,844-98.2% | $2,495-98.0% | $12,270-99.6% |