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 | $117,008 | $99,345+17.8% | $84,753+38.1% | $273,972-57.3% |
| Participation rate | 16.7% | 80.7%-64.0pp | 76.6%-59.9pp | 83.0%-66.3pp |
| Annual return | 1.18% | 22.93%-21.8pp | 22.78%-21.6pp | 41.46%-40.3pp |
| Employer contribution / active EE | $955 | $4,214-77.3% | $3,574-73.3% | $4,869-80.4% |
| Participant deferral / active EE | $1,321 | $4,270-69.1% | $3,712-64.4% | $5,287-75.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |