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 | $115,497 | $105,929+9.0% | $81,716+41.3% | $158,966-27.3% |
| Participation rate | 31.6% | 75.6%-44.0pp | 72.0%-40.4pp | 82.0%-50.4pp |
| Annual return | 0.44% | 38.19%-37.7pp | 29.49%-29.1pp | 302.95%-302.5pp |
| Employer contribution / active EE | $1,281 | $7,802-83.6% | $4,310-70.3% | $4,762-73.1% |
| Participant deferral / active EE | $7,658 | $13,007-41.1% | $7,108+7.7% | $5,983+28.0% |
| Admin fee / account holder | $290 | $8,492-96.6% | $5,159-94.4% | $11,250-97.4% |