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 | $14,728 | $93,117-84.2% | $77,096-80.9% | $134,532-89.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | 17.08% | 62.67%-45.6pp | 42.35%-25.3pp | 418.27%-401.2pp |
| Employer contribution / active EE | $397 | $3,420-88.4% | $2,814-85.9% | $4,741-91.6% |
| Participant deferral / active EE | $557 | $5,241-89.4% | $4,429-87.4% | $6,401-91.3% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |