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 | $33,118 | $157,296-78.9% | $141,191-76.5% | $152,897-78.3% |
| Participation rate | 52.4% | 84.8%-32.4pp | 82.5%-30.1pp | 82.5%-30.1pp |
| Annual return | 22.71% | 64.34%-41.6pp | 71.41%-48.7pp | 345.43%-322.7pp |
| Employer contribution / active EE | $1,230 | $5,262-76.6% | $4,736-74.0% | $4,764-74.2% |
| Participant deferral / active EE | $1,786 | $7,111-74.9% | $6,710-73.4% | $5,851-69.5% |
| Admin fee / account holder | $33 | $12,125-99.7% | $10,264-99.7% | $11,599-99.7% |