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 | $28,628 | $106,247-73.1% | $96,515-70.3% | $139,466-79.5% |
| Participation rate | 9.5% | 77.8%-68.3pp | 74.3%-64.8pp | 80.3%-70.8pp |
| Annual return | 22.36% | 38.47%-16.1pp | 35.73%-13.4pp | 373.66%-351.3pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,740-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $785 | $5,456-85.6% | $4,880-83.9% | $6,712-88.3% |
| Admin fee / account holder | $77 | $7,885-99.0% | $6,735-98.9% | $11,409-99.3% |