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 | $140,594 | $91,559+53.6% | $133,959+5.0% | $79,858+76.1% |
| Participation rate | 63.6% | 73.3%-9.7pp | 79.8%-16.2pp | 69.6%-6.0pp |
| Annual return | 9.31% | 61.85%-52.5pp | 45.09%-35.8pp | 31.72%-22.4pp |
| Employer contribution / active EE | $1,657 | $2,384-30.5% | $3,919-57.7% | $2,471-32.9% |
| Participant deferral / active EE | $4,711 | $3,734+26.2% | $5,047-6.7% | $3,740+25.9% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,928-100.0% | $5,306-100.0% |