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 | $11,869 | $39,132-69.7% | $57,196-79.2% | $62,881-81.1% |
| Participation rate | 17.9% | 70.5%-52.6pp | 75.3%-57.5pp | 69.3%-51.4pp |
| Annual return | 309.97% | 9.24%+300.7pp | 14.59%+295.4pp | 20.14%+289.8pp |
| Employer contribution / active EE | $485 | $1,874-74.1% | $2,683-81.9% | $2,281-78.7% |
| Participant deferral / active EE | $731 | $2,374-69.2% | $3,096-76.4% | $3,203-77.2% |
| Admin fee / account holder | $75 | $2,594-97.1% | $3,141-97.6% | $4,296-98.3% |