Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $26,384 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 23.51% | 74.59%-51.1pp | 66.58%-43.1pp | 220.34%-196.8pp |
| Employer contribution / active EE | $2,158 | $4,804-55.1% | $4,554-52.6% | $4,156-48.1% |
| Participant deferral / active EE | $2,353 | $8,216-71.4% | $7,897-70.2% | $6,407-63.3% |
| Admin fee / account holder | $40 | $14,344-99.7% | $13,129-99.7% | $12,270-99.7% |