Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $207,079 | $102,696+101.6% | $86,235+140.1% | $139,487+48.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 7.58% | 1925.91%-1918.3pp | 1170.03%-1162.4pp | 373.84%-366.3pp |
| Employer contribution / active EE | $733 | $3,034-75.8% | $2,381-69.2% | $4,755-84.6% |
| Participant deferral / active EE | $4,842 | $4,679+3.5% | $3,987+21.5% | $6,713-27.9% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |