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 | $37,892 | $63,082-39.9% | $81,716-53.6% | $79,852-52.5% |
| Participation rate | 65.0% | 67.5%-2.5pp | 72.0%-7.0pp | 69.6%-4.6pp |
| Annual return | 5.62% | 22.66%-17.0pp | 29.49%-23.9pp | 31.72%-26.1pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,314 | $2,780-52.8% | $7,108-81.5% | $3,740-64.9% |
| Admin fee / account holder | $9 | $4,428-99.8% | $5,159-99.8% | $5,306-99.8% |