Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $104,256 | $114,119-8.6% | $107,187-2.7% | $138,895-24.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 6.23% | 273.21%-267.0pp | 204.55%-198.3pp | 145.39%-139.2pp |
| Employer contribution / active EE | $2,035 | $4,059-49.9% | $3,782-46.2% | $4,194-51.5% |
| Participant deferral / active EE | $14,285 | $5,538+157.9% | $5,096+180.3% | $6,396+123.3% |
| Admin fee / account holder | $20 | $10,024-99.8% | $9,162-99.8% | $12,562-99.8% |