Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $94,006 | $144,130-34.8% | $117,861-20.2% | $147,586-36.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 5.50% | 531.20%-525.7pp | 335.11%-329.6pp | 578.59%-573.1pp |
| Employer contribution / active EE | $8,323 | $4,897+70.0% | $3,786+119.8% | $4,876+70.7% |
| Participant deferral / active EE | $7,200 | $5,316+35.4% | $4,482+60.6% | $5,439+32.4% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |