Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $27,871 | $29,319-4.9% | $52,425-46.8% | $82,448-66.2% |
| Participation rate | 33.3% | 46.9%-13.5pp | 55.6%-22.3pp | 68.1%-34.7pp |
| Annual return | 11.57% | 535.20%-523.6pp | 302.12%-290.5pp | 41.64%-30.1pp |
| Employer contribution / active EE | $911 | $586+55.4% | $914-0.3% | $2,551-64.3% |
| Participant deferral / active EE | $1,136 | $1,171-3.0% | $1,790-36.5% | $4,139-72.5% |
| Admin fee / account holder | $0 | $1,962-100.0% | $2,495-100.0% | $7,234-100.0% |