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 | $20,036 | $155,555-87.1% | $146,866-86.4% | $155,188-87.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 19.94% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $1,045 | $4,647-77.5% | $4,425-76.4% | $4,248-75.4% |
| Participant deferral / active EE | $1,247 | $8,044-84.5% | $7,759-83.9% | $6,531-80.9% |
| Admin fee / account holder | $95 | $14,755-99.4% | $13,620-99.3% | $14,480-99.3% |