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.
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 | $242,329 | $57,330+322.7% | $86,656+179.6% | $75,177+222.3% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 4.23% | 2675.40%-2671.2pp | 593.09%-588.9pp | 160.75%-156.5pp |
| Employer contribution / active EE | $2,254 | $2,316-2.7% | $3,025-25.5% | $2,671-15.6% |
| Participant deferral / active EE | $5,897 | $3,320+77.6% | $4,439+32.8% | $4,126+42.9% |
| Admin fee / account holder | $0 | $4,115-100.0% | $5,619-100.0% | $5,651-100.0% |