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 | $57,881 | $100,970-42.7% | $96,576-40.1% | $137,256-57.8% |
| Participation rate | 57.9% | 82.6%-24.7pp | 81.4%-23.5pp | 80.0%-22.1pp |
| Annual return | 10.93% | 38.16%-27.2pp | 38.47%-27.5pp | 220.34%-209.4pp |
| Employer contribution / active EE | $2,320 | $3,809-39.1% | $3,553-34.7% | $4,156-44.2% |
| Participant deferral / active EE | $6,349 | $8,286-23.4% | $7,956-20.2% | $6,407-0.9% |
| Admin fee / account holder | $209 | $11,312-98.2% | $11,381-98.2% | $12,270-98.3% |