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 | $67,956 | $53,596+26.8% | $90,657-25.0% | $64,173+5.9% |
| Participation rate | 41.5% | 64.5%-23.1pp | 74.0%-32.6pp | 69.6%-28.1pp |
| Annual return | -9.45% | 4.41%-13.9pp | 1.89%-11.3pp | 7.63%-17.1pp |
| Employer contribution / active EE | $888 | $1,503-40.9% | $2,532-64.9% | $2,381-62.7% |
| Participant deferral / active EE | $2,106 | $2,459-14.3% | $3,424-38.5% | $3,470-39.3% |
| Admin fee / account holder | $221 | $3,868-94.3% | $4,994-95.6% | $4,887-95.5% |