Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $25,665 | $165,399-84.5% | $149,745-82.9% | $158,982-83.9% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 12.44% | 348.34%-335.9pp | 276.72%-264.3pp | 302.99%-290.6pp |
| Employer contribution / active EE | $2,130 | $5,105-58.3% | $4,646-54.2% | $4,763-55.3% |
| Participant deferral / active EE | $2,130 | $7,183-70.3% | $6,843-68.9% | $5,983-64.4% |
| Admin fee / account holder | $109 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |