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 | $54,939 | $49,976+9.9% | $66,674-17.6% | $82,637-33.5% |
| Participation rate | 16.7% | 63.1%-46.4pp | 73.7%-57.0pp | 68.1%-51.4pp |
| Annual return | 9.06% | 39.09%-30.0pp | 321.24%-312.2pp | 53.51%-44.5pp |
| Employer contribution / active EE | $432 | $1,988-78.3% | $2,620-83.5% | $2,552-83.1% |
| Participant deferral / active EE | $755 | $2,847-73.5% | $4,084-81.5% | $4,126-81.7% |
| Admin fee / account holder | $21 | $4,594-99.5% | $5,098-99.6% | $7,339-99.7% |