Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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.
Annual investment return 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 | $152,682 | $111,535+36.9% | $105,223+45.1% | $137,256+11.2% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 11.10% | 237.85%-226.8pp | 180.65%-169.6pp | 220.34%-209.2pp |
| Employer contribution / active EE | $2,685 | $3,939-31.8% | $3,689-27.2% | $4,156-35.4% |
| Participant deferral / active EE | $5,558 | $5,500+1.1% | $5,072+9.6% | $6,407-13.2% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |