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 | $107,105 | $175,231-38.9% | $149,696-28.5% | $139,466-23.2% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 5.32% | 166.77%-161.5pp | 134.46%-129.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $3,060 | $5,478-44.1% | $4,821-36.5% | $4,754-35.6% |
| Participant deferral / active EE | $12,000 | $6,521+84.0% | $5,682+111.2% | $6,712+78.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |