Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $93,482 | $201,370-53.6% | $184,256-49.3% | $145,897-35.9% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.8pp |
| Annual return | 4.66% | 29.05%-24.4pp | 28.85%-24.2pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,595 | $9,808-12.4% | $9,133-5.9% | $6,689+28.5% |
| Admin fee / account holder | $180 | $16,364-98.9% | $13,899-98.7% | $13,390-98.7% |