Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $49,522 | $29,733+66.6% | $56,025-11.6% | $80,959-38.8% |
| Participation rate | 32.4% | 41.7%-9.3pp | 52.5%-20.1pp | 67.7%-35.2pp |
| Annual return | 8.17% | 35.28%-27.1pp | 1712.69%-1704.5pp | 35.67%-27.5pp |
| Employer contribution / active EE | $799 | $672+18.9% | $1,042-23.3% | $2,757-71.0% |
| Participant deferral / active EE | $3,120 | $1,229+153.8% | $1,955+59.6% | $4,300-27.4% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |