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 | $33,422 | $126,661-73.6% | $113,397-70.5% | $138,895-75.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 20.19% | 25.05%-4.9pp | 23.20%-3.0pp | 145.39%-125.2pp |
| Employer contribution / active EE | $1,364 | $3,456-60.5% | $2,977-54.2% | $4,194-67.5% |
| Participant deferral / active EE | $1,812 | $5,693-68.2% | $5,076-64.3% | $6,396-71.7% |
| Admin fee / account holder | $201 | $14,549-98.6% | $11,957-98.3% | $12,562-98.4% |