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 | $24,751 | $185,312-86.6% | $161,489-84.7% | $154,746-84.0% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 18.47% | 103.84%-85.4pp | 89.72%-71.2pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,034 | $4,769-78.3% | $4,268-75.8% | $4,379-76.4% |
| Participant deferral / active EE | $1,333 | $6,350-79.0% | $5,630-76.3% | $6,730-80.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |