Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $31,512 | $106,247-70.3% | $96,515-67.4% | $139,466-77.4% |
| Participation rate | 47.1% | 77.8%-30.8pp | 74.3%-27.3pp | 80.3%-33.3pp |
| Annual return | 21.18% | 38.47%-17.3pp | 35.73%-14.6pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,028 | $4,106-75.0% | $3,740-72.5% | $4,754-78.4% |
| Participant deferral / active EE | $1,171 | $5,456-78.5% | $4,880-76.0% | $6,712-82.6% |
| Admin fee / account holder | $18 | $7,885-99.8% | $6,735-99.7% | $11,409-99.8% |