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 | $42,180 | $48,364-12.8% | $71,796-41.3% | $62,881-32.9% |
| Participation rate | 64.3% | 60.6%+3.7pp | 69.1%-4.8pp | 69.3%-5.0pp |
| Annual return | 4.33% | 13.16%-8.8pp | 78.04%-73.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $815 | $1,042-21.7% | $1,924-57.6% | $2,281-64.3% |
| Participant deferral / active EE | $2,272 | $2,091+8.6% | $2,794-18.7% | $3,203-29.1% |
| Admin fee / account holder | $154 | $3,771-95.9% | $4,815-96.8% | $4,296-96.4% |