Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $29,840 | $127,387-76.6% | $115,038-74.1% | $125,389-76.2% |
| Participation rate | 47.6% | 84.2%-36.5pp | 81.4%-33.7pp | 83.2%-35.6pp |
| Annual return | -3.88% | 31.28%-35.2pp | 26.14%-30.0pp | 282.24%-286.1pp |
| Employer contribution / active EE | $3,511 | $5,166-32.0% | $4,608-23.8% | $4,866-27.8% |
| Participant deferral / active EE | $4,142 | $6,423-35.5% | $6,026-31.3% | $5,352-22.6% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |