Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $46,492 | $102,696-54.7% | $86,235-46.1% | $139,487-66.7% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 5.19% | 1925.91%-1920.7pp | 1170.03%-1164.8pp | 373.84%-368.7pp |
| Employer contribution / active EE | $11,797 | $3,034+288.8% | $2,381+395.4% | $4,755+148.1% |
| Participant deferral / active EE | $9,012 | $4,679+92.6% | $3,987+126.0% | $6,713+34.3% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |