Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $52,089 | $118,875-56.2% | $96,572-46.1% | $167,553-68.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 2.05% | 50.50%-48.5pp | 37.79%-35.7pp | 478.89%-476.8pp |
| Employer contribution / active EE | $835 | $3,121-73.2% | $2,357-64.6% | $4,840-82.7% |
| Participant deferral / active EE | $11,375 | $4,617+146.4% | $3,850+195.5% | $6,343+79.3% |
| Admin fee / account holder | $228 | $8,070-97.2% | $6,183-96.3% | $12,316-98.1% |