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 | $18,913 | $108,882-82.6% | $96,754-80.5% | $154,746-87.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 70.3%-36.9pp | 80.7%-47.4pp |
| Annual return | 21.03% | 98.39%-77.4pp | 82.04%-61.0pp | 172.34%-151.3pp |
| Employer contribution / active EE | $509 | $3,018-83.1% | $2,679-81.0% | $4,379-88.4% |
| Participant deferral / active EE | $509 | $5,323-90.4% | $4,758-89.3% | $6,730-92.4% |
| Admin fee / account holder | $142 | $10,200-98.6% | $8,905-98.4% | $14,365-99.0% |