Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,058 | $62,586-32.8% | $76,766-45.2% | $64,181-34.5% |
| Participation rate | 46.4% | 72.8%-26.4pp | 77.0%-30.5pp | 69.6%-23.1pp |
| Annual return | 8.30% | -1.95%+10.2pp | 2.43%+5.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,035 | $3,145-67.1% | $3,851-73.1% | $3,470-70.2% |
| Admin fee / account holder | $146 | $4,667-96.9% | $6,675-97.8% | $4,887-97.0% |