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 | $9,309 | $48,327-80.7% | $67,575-86.2% | $80,935-88.5% |
| Participation rate | 30.6% | 66.4%-35.8pp | 72.9%-42.3pp | 67.7%-37.0pp |
| Annual return | 11.69% | 18.31%-6.6pp | 3528.98%-3517.3pp | 35.66%-24.0pp |
| Employer contribution / active EE | $374 | $2,022-81.5% | $2,736-86.3% | $2,757-86.4% |
| Participant deferral / active EE | $668 | $2,927-77.2% | $4,003-83.3% | $4,299-84.5% |
| Admin fee / account holder | $97 | $3,692-97.4% | $3,993-97.6% | $6,924-98.6% |