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 | $64,388 | $51,638+24.7% | $68,368-5.8% | $82,448-21.9% |
| Participation rate | 48.1% | 63.6%-15.5pp | 73.8%-25.6pp | 68.1%-19.9pp |
| Annual return | 12.92% | 37.53%-24.6pp | 292.57%-279.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,526 | $2,047-25.5% | $2,649-42.4% | $2,551-40.2% |
| Participant deferral / active EE | $3,471 | $2,914+19.1% | $4,123-15.8% | $4,139-16.1% |
| Admin fee / account holder | $1 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |