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 | $35,698 | $102,595-65.2% | $94,057-62.0% | $154,746-76.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.11% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $825 | $3,147-73.8% | $2,933-71.9% | $4,379-81.2% |
| Participant deferral / active EE | $3,724 | $5,118-27.2% | $4,709-20.9% | $6,730-44.7% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |