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 | $23,328 | $156,398-85.1% | $147,318-84.2% | $138,895-83.2% |
| Participation rate | 45.0% | 83.8%-38.8pp | 82.1%-37.1pp | 79.9%-34.9pp |
| Annual return | 4.10% | 78.75%-74.7pp | 70.43%-66.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $1,104 | $4,853-77.3% | $4,593-76.0% | $4,194-73.7% |
| Participant deferral / active EE | $2,892 | $8,237-64.9% | $7,906-63.4% | $6,396-54.8% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |