Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $31,051 | $45,872-32.3% | $77,096-59.7% | $68,486-54.7% |
| Participation rate | 53.3% | 55.9%-2.6pp | 67.9%-14.6pp | 67.9%-14.6pp |
| Annual return | -22.48% | 1.73%-24.2pp | 42.35%-64.8pp | -7.85%-14.6pp |
| Employer contribution / active EE | $2,594 | $1,650+57.3% | $2,814-7.8% | $2,597-0.1% |
| Participant deferral / active EE | $5,456 | $2,963+84.2% | $4,429+23.2% | $4,028+35.5% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,428-100.0% | $5,404-100.0% |