Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $52,298 | $97,751-46.5% | $103,447-49.4% | $145,877-64.1% |
| Participation rate | 42.9% | 81.1%-38.2pp | 80.5%-37.7pp | 80.3%-37.4pp |
| Annual return | 8.62% | 25.43%-16.8pp | 23.92%-15.3pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,662 | $4,684-64.5% | $4,678-64.5% | $4,663-64.4% |
| Participant deferral / active EE | $2,236 | $6,603-66.1% | $6,624-66.2% | $6,691-66.6% |
| Admin fee / account holder | $240 | $12,515-98.1% | $9,415-97.5% | $13,402-98.2% |