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 | $223,248 | $63,773+250.1% | $81,286+174.6% | $80,925+175.9% |
| Participation rate | 18.2% | 63.9%-45.7pp | 69.5%-51.3pp | 67.7%-49.5pp |
| Annual return | 9.88% | 16.37%-6.5pp | 24.80%-14.9pp | 35.65%-25.8pp |
| Employer contribution / active EE | $721 | $1,979-63.6% | $2,463-70.7% | $2,756-73.8% |
| Participant deferral / active EE | $1,653 | $3,093-46.6% | $3,883-57.4% | $4,299-61.6% |
| Admin fee / account holder | $154 | $5,682-97.3% | $5,764-97.3% | $6,940-97.8% |