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 | $121,114 | $36,948+227.8% | $73,658+64.4% | $87,485+38.4% |
| Participation rate | 34.2% | 46.8%-12.6pp | 57.0%-22.8pp | 68.9%-34.7pp |
| Annual return | 13.64% | 28.64%-15.0pp | 29.72%-16.1pp | 26.06%-12.4pp |
| Employer contribution / active EE | $1,026 | $670+53.1% | $1,032-0.7% | $2,596-60.5% |
| Participant deferral / active EE | $2,084 | $1,379+51.1% | $2,062+1.1% | $4,274-51.2% |
| Admin fee / account holder | $0 | $2,531-100.0% | $3,357-100.0% | $7,775-100.0% |