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 | $71,180 | $72,446-1.7% | $67,561+5.4% | $145,877-51.2% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 8.97% | 7211.98%-7203.0pp | 3525.44%-3516.5pp | 551.28%-542.3pp |
| Employer contribution / active EE | $712 | $3,072-76.8% | $2,735-74.0% | $4,663-84.7% |
| Participant deferral / active EE | $2,138 | $4,785-55.3% | $4,003-46.6% | $6,691-68.0% |
| Admin fee / account holder | $211 | $5,541-96.2% | $4,006-94.7% | $13,402-98.4% |