Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,832 | $93,345-16.6% | $119,126-34.7% | $87,485-11.0% |
| Participation rate | 39.3% | 68.7%-29.5pp | 75.8%-36.5pp | 68.9%-29.6pp |
| Annual return | 17.64% | 19.08%-1.4pp | 282.11%-264.5pp | 26.06%-8.4pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,086 | $4,099-73.5% | $5,318-79.6% | $4,274-74.6% |
| Admin fee / account holder | $176 | $8,039-97.8% | $10,693-98.4% | $7,775-97.7% |