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 | $50,078 | $72,071-30.5% | $68,368-26.8% | $137,256-63.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 11.63% | 353.14%-341.5pp | 292.57%-280.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,576 | $2,788-7.6% | $2,649-2.8% | $4,156-38.0% |
| Participant deferral / active EE | $5,175 | $4,410+17.4% | $4,123+25.5% | $6,407-19.2% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |