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 | $40,991 | $60,349-32.1% | $74,184-44.7% | $62,881-34.8% |
| Participation rate | 29.2% | 72.7%-43.6pp | 76.6%-47.5pp | 69.3%-40.1pp |
| Annual return | 11.56% | 21.38%-9.8pp | 17.74%-6.2pp | 20.14%-8.6pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $577 | $2,856-79.8% | $3,550-83.7% | $3,203-82.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |