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 | $29,458 | $115,903-74.6% | $100,528-70.7% | $158,966-81.5% |
| Participation rate | 46.7% | 81.6%-34.9pp | 79.4%-32.8pp | 82.0%-35.3pp |
| Annual return | 30.52% | 34.80%-4.3pp | 30.90%-0.4pp | 302.95%-272.4pp |
| Employer contribution / active EE | $785 | $4,105-80.9% | $3,419-77.0% | $4,762-83.5% |
| Participant deferral / active EE | $1,683 | $6,677-74.8% | $6,271-73.2% | $5,983-71.9% |
| Admin fee / account holder | $3 | $11,000-100.0% | $8,084-100.0% | $11,250-100.0% |