Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $14,049 | $99,995-86.0% | $85,063-83.5% | $145,978-90.4% |
| Participation rate | 59.1% | 74.1%-15.0pp | 67.5%-8.4pp | 80.3%-21.2pp |
| Annual return | 13.09% | 83.99%-70.9pp | 66.54%-53.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $533 | $3,231-83.5% | $2,727-80.5% | $4,662-88.6% |
| Participant deferral / active EE | $725 | $5,295-86.3% | $4,523-84.0% | $6,690-89.2% |
| Admin fee / account holder | $192 | $7,255-97.4% | $6,155-96.9% | $13,400-98.6% |