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 | $68,647 | $93,617-26.7% | $135,982-49.5% | $75,177-8.7% |
| Participation rate | 35.5% | 75.2%-39.7pp | 81.9%-46.4pp | 67.2%-31.7pp |
| Annual return | 13.47% | 30.89%-17.4pp | 68.32%-54.9pp | 160.75%-147.3pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,030 | $6,406-5.9% | $7,760-22.3% | $4,126+46.1% |
| Admin fee / account holder | $54 | $6,980-99.2% | $10,767-99.5% | $5,651-99.0% |