Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $17,783 | $156,398-88.6% | $147,318-87.9% | $138,895-87.2% |
| Participation rate | 33.3% | 83.8%-50.4pp | 82.1%-48.7pp | 79.9%-46.6pp |
| Annual return | 16.90% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $1,482 | $4,853-69.5% | $4,593-67.7% | $4,194-64.7% |
| Participant deferral / active EE | $1,333 | $8,237-83.8% | $7,906-83.1% | $6,396-79.2% |
| Admin fee / account holder | $82 | $14,976-99.5% | $13,708-99.4% | $12,562-99.3% |