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 | $42,673 | $140,592-69.6% | $123,105-65.3% | $125,389-66.0% |
| Participation rate | 57.1% | 88.2%-31.1pp | 86.8%-29.6pp | 83.2%-26.0pp |
| Annual return | -4.37% | 16.80%-21.2pp | 13.22%-17.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $6,643 | $6,041+10.0% | $5,151+29.0% | $4,866+36.5% |
| Participant deferral / active EE | $2,807 | $6,980-59.8% | $6,229-54.9% | $5,352-47.5% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |