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 | $42,285 | $81,696-48.2% | $70,494-40.0% | $158,982-73.4% |
| Participation rate | 42.9% | 77.7%-34.9pp | 75.1%-32.2pp | 82.0%-39.1pp |
| Annual return | 13.66% | 208.70%-195.0pp | 109.16%-95.5pp | 302.99%-289.3pp |
| Employer contribution / active EE | $444 | $3,220-86.2% | $2,738-83.8% | $4,763-90.7% |
| Participant deferral / active EE | $444 | $4,558-90.3% | $3,711-88.0% | $5,983-92.6% |
| Admin fee / account holder | $229 | $6,200-96.3% | $3,848-94.0% | $11,252-98.0% |