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 | $56,237 | $135,956-58.6% | $123,894-54.6% | $273,972-79.5% |
| Participation rate | 25.0% | 84.1%-59.1pp | 81.4%-56.4pp | 83.0%-58.0pp |
| Annual return | 0.81% | 56.63%-55.8pp | 47.52%-46.7pp | 41.46%-40.6pp |
| Employer contribution / active EE | $829 | $5,170-84.0% | $4,617-82.0% | $4,869-83.0% |
| Participant deferral / active EE | $3,310 | $6,343-47.8% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |